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 | $20,751 | $127,065-83.7% | $113,168-81.7% | $142,382-85.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.21% | 24.03%+4.2pp | 24.27%+3.9pp | 217.08%-188.9pp |
| Employer contribution / active EE | $3,394 | $3,442-1.4% | $2,975+14.1% | $4,299-21.1% |
| Participant deferral / active EE | $3,394 | $5,716-40.6% | $5,107-33.5% | $6,507-47.8% |
| Admin fee / account holder | $69 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |