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 | $28,076 | $95,266-70.5% | $82,389-65.9% | $142,382-80.3% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 16.05% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,579 | $2,991-47.2% | $2,517-37.3% | $4,299-63.3% |
| Participant deferral / active EE | $5,315 | $4,809+10.5% | $4,155+27.9% | $6,507-18.3% |
| Admin fee / account holder | -$157 | $8,563-101.8% | $7,231-102.2% | $12,624-101.2% |