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 | $14,604 | $60,022-75.7% | $88,946-83.6% | $84,808-82.8% |
| Participation rate | 82.9% | 57.8%+25.1pp | 68.8%+14.1pp | 68.3%+14.6pp |
| Annual return | 21.03% | 22.43%-1.4pp | 57.82%-36.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,233 | $1,703-27.6% | $2,555-51.7% | $2,631-53.1% |
| Participant deferral / active EE | $3,168 | $3,114+1.7% | $4,581-30.9% | $4,212-24.8% |
| Admin fee / account holder | $31 | $4,811-99.4% | $8,261-99.6% | $7,344-99.6% |