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 | $11,214 | $117,983-90.5% | $101,794-89.0% | $142,382-92.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 20.76% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,010 | $2,773-63.6% | $2,289-55.9% | $4,299-76.5% |
| Participant deferral / active EE | $1,355 | $4,714-71.3% | $4,084-66.8% | $6,507-79.2% |
| Admin fee / account holder | $34 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |