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 | $97,125-86.8% | $86,233-85.1% | $137,256-90.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 18.52% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,109 | $2,841-61.0% | $2,504-55.7% | $4,156-73.3% |
| Participant deferral / active EE | $2,527 | $5,180-51.2% | $4,559-44.6% | $6,407-60.6% |
| Admin fee / account holder | $60 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |