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 3-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 | $25,745 | $48,795-47.2% | $65,493-60.7% | $84,808-69.6% |
| Participation rate | 97.2% | 67.0%+30.2pp | 73.1%+24.1pp | 68.3%+28.9pp |
| Annual return | 22.36% | 20.20%+2.2pp | 982.45%-960.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $3,294 | $1,930+70.7% | $2,574+27.9% | $2,631+25.2% |
| Participant deferral / active EE | $5,410 | $2,928+84.7% | $3,961+36.6% | $4,212+28.4% |
| Admin fee / account holder | $54 | $3,877-98.6% | $5,028-98.9% | $7,344-99.3% |