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 | $20,434 | $99,877-79.5% | $84,966-76.0% | $145,922-86.0% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 14.35% | 83.76%-69.4pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,225 | $3,231-62.1% | $2,727-55.1% | $4,660-73.7% |
| Participant deferral / active EE | $5,351 | $5,291+1.1% | $4,519+18.4% | $6,688-20.0% |
| Admin fee / account holder | $11 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |