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 | $16,714 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 91.9% | 66.8%+25.1pp | 78.1%+13.8pp | 68.3%+23.6pp |
| Annual return | 24.69% | 37.96%-13.3pp | 58.88%-34.2pp | 40.90%-16.2pp |
| Employer contribution / active EE | $2,018 | $2,761-26.9% | $4,305-53.1% | $2,631-23.3% |
| Participant deferral / active EE | $5,321 | $3,303+61.1% | $5,540-4.0% | $4,212+26.3% |
| Admin fee / account holder | $262 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |