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 | $21,096 | $117,983-82.1% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 26.16% | 36.92%-10.8pp | 30.53%-4.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,084 | $2,773-60.9% | $2,289-52.6% | $4,299-74.8% |
| Participant deferral / active EE | $6,261 | $4,714+32.8% | $4,084+53.3% | $6,507-3.8% |
| Admin fee / account holder | $111 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |