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 | $29,257 | $111,814-73.8% | $103,374-71.7% | $145,959-80.0% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,104 | $4,214-50.1% | $3,869-45.6% | $4,661-54.9% |
| Participant deferral / active EE | $5,808 | $5,618+3.4% | $5,058+14.8% | $6,689-13.2% |
| Admin fee / account holder | $19 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |