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 | $12,849 | $100,773-87.2% | $88,946-85.6% | $142,382-91.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 18.52% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,109 | $2,918-62.0% | $2,555-56.6% | $4,299-74.2% |
| Participant deferral / active EE | $2,527 | $5,230-51.7% | $4,581-44.8% | $6,507-61.2% |
| Admin fee / account holder | $60 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |