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 | $111,754-73.8% | $103,333-71.7% | $145,922-80.0% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,104 | $4,212-50.1% | $3,868-45.6% | $4,660-54.8% |
| Participant deferral / active EE | $5,808 | $5,619+3.4% | $5,057+14.8% | $6,688-13.1% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |