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 | $34,783 | $127,065-72.6% | $113,168-69.3% | $142,382-75.6% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 20.43% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,083 | $3,442-10.4% | $2,975+3.6% | $4,299-28.3% |
| Participant deferral / active EE | $4,836 | $5,716-15.4% | $5,107-5.3% | $6,507-25.7% |
| Admin fee / account holder | $145 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |