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 | $179,726-85.0% | $156,263-82.8% | $142,382-81.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 27.23% | 77.86%-50.6pp | 59.47%-32.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,962 | $5,069-41.6% | $4,333-31.6% | $4,299-31.1% |
| Participant deferral / active EE | $7,502 | $6,956+7.8% | $6,158+21.8% | $6,507+15.3% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |