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 | $11,453 | $80,717-85.8% | $154,803-92.6% | $84,808-86.5% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 20.82% | 37.96%-17.1pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,751 | $2,761-36.6% | $4,305-59.3% | $2,631-33.4% |
| Participant deferral / active EE | $2,372 | $3,303-28.2% | $5,540-57.2% | $4,212-43.7% |
| Admin fee / account holder | $68 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |