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 | $29,887 | $106,515-71.9% | $96,683-69.1% | $139,434-78.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 44.64% | 38.43%+6.2pp | 35.69%+8.9pp | 372.94%-328.3pp |
| Employer contribution / active EE | $2,027 | $4,103-50.6% | $3,737-45.7% | $4,751-57.3% |
| Participant deferral / active EE | $8,639 | $5,454+58.4% | $4,878+77.1% | $6,710+28.7% |
| Admin fee / account holder | $88 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |