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 6-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 | $27,466 | $114,381-76.0% | $107,525-74.5% | $142,382-80.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.48% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,853 | $4,015-28.9% | $3,754-24.0% | $4,299-33.6% |
| Participant deferral / active EE | $3,844 | $5,564-30.9% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $103 | $9,860-99.0% | $8,919-98.8% | $12,624-99.2% |