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 | $80,717-88.5% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 62.29% | 37.96%+24.3pp | 58.88%+3.4pp | 40.90%+21.4pp |
| Employer contribution / active EE | $1,101 | $2,761-60.1% | $4,305-74.4% | $2,631-58.1% |
| Participant deferral / active EE | $2,027 | $3,303-38.6% | $5,540-63.4% | $4,212-51.9% |
| Admin fee / account holder | $227 | $6,746-96.6% | $14,329-98.4% | $7,344-96.9% |