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 | $29,488 | $81,248-63.7% | $155,509-81.0% | $80,856-63.5% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 11.39% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,535 | $3,100-18.2% | $4,672-45.8% | $2,755-8.0% |
| Participant deferral / active EE | $6,731 | $3,452+95.0% | $5,626+19.6% | $4,296+56.7% |
| Admin fee / account holder | $188 | $7,997-97.7% | $15,912-98.8% | $6,918-97.3% |