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 | $9,279 | $76,407-87.9% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 62.29% | 39.99%+22.3pp | 62.79%-0.5pp | 41.64%+20.7pp |
| Employer contribution / active EE | $1,101 | $2,614-57.9% | $4,154-73.5% | $2,551-56.8% |
| Participant deferral / active EE | $2,027 | $3,214-36.9% | $5,453-62.8% | $4,139-51.0% |
| Admin fee / account holder | $227 | $6,352-96.4% | $14,116-98.4% | $7,234-96.9% |