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 | $31,515 | $95,266-66.9% | $82,389-61.7% | $142,382-77.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 25.34% | 25.74%-0.4pp | 28.67%-3.3pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,206 | $2,991-26.3% | $2,517-12.4% | $4,299-48.7% |
| Participant deferral / active EE | $6,577 | $4,809+36.8% | $4,155+58.3% | $6,507+1.1% |
| Admin fee / account holder | $210 | $8,563-97.6% | $7,231-97.1% | $12,624-98.3% |