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 | $11,498 | $111,754-89.7% | $103,333-88.9% | $145,922-92.1% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 12.66% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,529 | $4,212-63.7% | $3,868-60.5% | $4,660-67.2% |
| Participant deferral / active EE | $1,799 | $5,619-68.0% | $5,057-64.4% | $6,688-73.1% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |