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 3-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 | $23,032 | $95,266-75.8% | $82,389-72.0% | $142,382-83.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 16.79% | 25.74%-8.9pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,534 | $2,991-15.3% | $2,517+0.7% | $4,299-41.1% |
| Participant deferral / active EE | $4,823 | $4,809+0.3% | $4,155+16.1% | $6,507-25.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |