See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,159 | $85,022-82.2% | $70,515-78.5% | $139,434-89.1% |
| Participation rate | 94.7% | 73.9%+20.8pp | 68.3%+26.4pp | 80.3%+14.4pp |
| Annual return | 64.91% | 30.38%+34.5pp | 32.77%+32.1pp | 372.94%-308.0pp |
| Employer contribution / active EE | $2,175 | $3,909-44.3% | $2,973-26.8% | $4,751-54.2% |
| Participant deferral / active EE | $5,806 | $5,890-1.4% | $4,567+27.1% | $6,710-13.5% |
| Admin fee / account holder | $152 | $8,906-98.3% | $6,412-97.6% | $11,403-98.7% |