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 | $30,329 | $163,101-81.4% | $136,749-77.8% | $142,382-78.7% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 18.19% | 27.54%-9.4pp | 24.33%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,747 | $4,117-33.3% | $3,400-19.2% | $4,299-36.1% |
| Participant deferral / active EE | $4,741 | $5,585-15.1% | $4,692+1.1% | $6,507-27.1% |
| Admin fee / account holder | $265 | $14,318-98.1% | $11,386-97.7% | $12,624-97.9% |