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 | $19,217 | $114,381-83.2% | $107,525-82.1% | $142,382-86.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 20.98% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,001 | $4,015-75.1% | $3,754-73.3% | $4,299-76.7% |
| Participant deferral / active EE | $1,956 | $5,564-64.8% | $5,116-61.8% | $6,507-69.9% |
| Admin fee / account holder | $71 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |