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 | $25,149 | $97,125-74.1% | $86,233-70.8% | $137,256-81.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.81% | 74.19%-49.4pp | 61.39%-36.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $965 | $2,841-66.0% | $2,504-61.5% | $4,156-76.8% |
| Participant deferral / active EE | $6,731 | $5,180+30.0% | $4,559+47.6% | $6,407+5.1% |
| Admin fee / account holder | $38 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |