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 | $23,530 | $114,381-79.4% | $107,525-78.1% | $142,382-83.5% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 18.46% | 242.71%-224.2pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,847 | $4,015-54.0% | $3,754-50.8% | $4,299-57.0% |
| Participant deferral / active EE | $3,580 | $5,564-35.7% | $5,116-30.0% | $6,507-45.0% |
| Admin fee / account holder | $220 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |