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 | $28,341 | $210,648-86.5% | $177,989-84.1% | $145,922-80.6% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 27.44% | 385.86%-358.4pp | 294.48%-267.0pp | 561.29%-533.8pp |
| Employer contribution / active EE | $5,454 | $4,565+19.5% | $3,949+38.1% | $4,660+17.1% |
| Participant deferral / active EE | $9,640 | $6,958+38.5% | $6,276+53.6% | $6,688+44.1% |
| Admin fee / account holder | $297 | $12,013-97.5% | $10,363-97.1% | $13,397-97.8% |