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 | $32,497 | $127,065-74.4% | $113,168-71.3% | $142,382-77.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 23.14% | 24.03%-0.9pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,081 | $3,442-10.5% | $2,975+3.5% | $4,299-28.3% |
| Participant deferral / active EE | $5,115 | $5,716-10.5% | $5,107+0.2% | $6,507-21.4% |
| Admin fee / account holder | $239 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |