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 | $39,100 | $85,022-54.0% | $70,515-44.6% | $139,434-72.0% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 13.96% | 30.38%-16.4pp | 32.77%-18.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,536 | $3,909-60.7% | $2,973-48.3% | $4,751-67.7% |
| Participant deferral / active EE | $7,099 | $5,890+20.5% | $4,567+55.4% | $6,710+5.8% |
| Admin fee / account holder | $117 | $8,906-98.7% | $6,412-98.2% | $11,403-99.0% |