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 | $25,726 | $81,248-68.3% | $155,509-83.5% | $80,856-68.2% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 21.81% | 33.31%-11.5pp | 64.67%-42.9pp | 35.59%-13.8pp |
| Employer contribution / active EE | $1,342 | $3,100-56.7% | $4,672-71.3% | $2,755-51.3% |
| Participant deferral / active EE | $5,807 | $3,452+68.2% | $5,626+3.2% | $4,296+35.2% |
| Admin fee / account holder | $135 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |