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 | $34,024 | $127,065-73.2% | $113,168-69.9% | $142,382-76.1% |
| Participation rate | 86.4% | 79.2%+7.2pp | 76.6%+9.8pp | 80.1%+6.2pp |
| Annual return | 20.67% | 24.03%-3.4pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,386 | $3,442-30.7% | $2,975-19.8% | $4,299-44.5% |
| Participant deferral / active EE | $5,755 | $5,716+0.7% | $5,107+12.7% | $6,507-11.6% |
| Admin fee / account holder | $10 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |