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 | $17,278 | $102,245-83.1% | $89,340-80.7% | $137,256-87.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 23.41% | 21.89%+1.5pp | 20.57%+2.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,976 | $2,529-21.9% | $2,231-11.5% | $4,156-52.5% |
| Participant deferral / active EE | $3,290 | $4,436-25.9% | $3,823-13.9% | $6,407-48.7% |
| Admin fee / account holder | $57 | $8,085-99.3% | $6,704-99.1% | $12,270-99.5% |