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 | $11,018 | $49,915-77.9% | $154,803-92.9% | $74,304-85.2% |
| Participation rate | 91.7% | 54.0%+37.8pp | 78.1%+13.7pp | 60.3%+31.4pp |
| Annual return | 95.88% | 34.06%+61.8pp | 58.88%+37.0pp | 29.43%+66.4pp |
| Employer contribution / active EE | $1,397 | $1,611-13.3% | $4,305-67.6% | $2,241-37.7% |
| Participant deferral / active EE | $5,124 | $2,255+127.2% | $5,540-7.5% | $3,767+36.0% |
| Admin fee / account holder | $198 | $2,189-90.9% | $14,329-98.6% | $2,969-93.3% |