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 | $23,496 | $106,749-78.0% | $145,433-83.8% | $82,448-71.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 26.24% | 27.59%-1.4pp | 66.58%-40.3pp | 41.64%-15.4pp |
| Employer contribution / active EE | $2,876 | $3,444-16.5% | $4,554-36.9% | $2,551+12.7% |
| Participant deferral / active EE | $5,834 | $6,519-10.5% | $7,897-26.1% | $4,139+40.9% |
| Admin fee / account holder | $236 | $8,390-97.2% | $13,129-98.2% | $7,234-96.7% |