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 | $26,878 | $178,174-84.9% | $156,181-82.8% | $137,256-80.4% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 27.23% | 84.19%-57.0pp | 64.87%-37.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $2,962 | $4,972-40.4% | $4,294-31.0% | $4,156-28.7% |
| Participant deferral / active EE | $7,502 | $6,888+8.9% | $6,132+22.3% | $6,407+17.1% |
| Admin fee / account holder | $11 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |