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 | $30,939 | $179,726-82.8% | $156,263-80.2% | $142,382-78.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 21.58% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,667 | $5,069-67.1% | $4,333-61.5% | $4,299-61.2% |
| Participant deferral / active EE | $4,049 | $6,956-41.8% | $6,158-34.2% | $6,507-37.8% |
| Admin fee / account holder | $163 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |