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 | $112,729-81.3% | $98,716-78.6% | $137,256-84.6% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.3%+26.4pp | 80.0%+15.7pp |
| Annual return | 26.16% | 38.48%-12.3pp | 31.81%-5.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,084 | $2,725-60.2% | $2,279-52.4% | $4,156-73.9% |
| Participant deferral / active EE | $6,261 | $4,640+34.9% | $4,048+54.7% | $6,407-2.3% |
| Admin fee / account holder | $111 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |