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 | $31,961 | $114,381-72.1% | $107,525-70.3% | $142,382-77.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.86% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,019 | $4,015-49.7% | $3,754-46.2% | $4,299-53.0% |
| Participant deferral / active EE | $7,038 | $5,564+26.5% | $5,116+37.6% | $6,507+8.2% |
| Admin fee / account holder | $57 | $9,860-99.4% | $8,919-99.4% | $12,624-99.5% |