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 | $18,970 | $100,773-81.2% | $88,946-78.7% | $142,382-86.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 15.51% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $830 | $2,918-71.5% | $2,555-67.5% | $4,299-80.7% |
| Participant deferral / active EE | $1,473 | $5,230-71.8% | $4,581-67.9% | $6,507-77.4% |
| Admin fee / account holder | $44 | $9,693-99.5% | $8,261-99.5% | $12,624-99.6% |