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 | $21,398 | $81,248-73.7% | $155,509-86.2% | $80,856-73.5% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | 33.70% | 33.31%+0.4pp | 64.67%-31.0pp | 35.59%-1.9pp |
| Employer contribution / active EE | $1,153 | $3,100-62.8% | $4,672-75.3% | $2,755-58.1% |
| Participant deferral / active EE | $2,711 | $3,452-21.5% | $5,626-51.8% | $4,296-36.9% |
| Admin fee / account holder | $78 | $7,997-99.0% | $15,912-99.5% | $6,918-98.9% |