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 | $36,040 | $114,381-68.5% | $107,525-66.5% | $142,382-74.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 26.29% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,330 | $4,015-42.0% | $3,754-37.9% | $4,299-45.8% |
| Participant deferral / active EE | $7,042 | $5,564+26.6% | $5,116+37.7% | $6,507+8.2% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |