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 6-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 | $18,707 | $117,983-84.1% | $101,794-81.6% | $142,382-86.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 21.63% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,125 | $2,773-59.4% | $2,289-50.8% | $4,299-73.8% |
| Participant deferral / active EE | $2,998 | $4,714-36.4% | $4,084-26.6% | $6,507-53.9% |
| Admin fee / account holder | $78 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |