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 | $107,452-83.9% | $91,541-81.1% | $142,382-87.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 23.41% | 22.06%+1.4pp | 20.50%+2.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,976 | $2,994-34.0% | $2,505-21.1% | $4,299-54.0% |
| Participant deferral / active EE | $3,290 | $4,754-30.8% | $4,008-17.9% | $6,507-49.4% |
| Admin fee / account holder | $57 | $8,834-99.4% | $6,956-99.2% | $12,624-99.5% |