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 | $111,535-67.7% | $105,223-65.7% | $137,256-73.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 26.29% | 237.85%-211.6pp | 180.65%-154.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $2,330 | $3,939-40.8% | $3,689-36.8% | $4,156-43.9% |
| Participant deferral / active EE | $7,042 | $5,500+28.0% | $5,072+38.9% | $6,407+9.9% |
| Admin fee / account holder | $58 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |