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 | $27,588 | $163,101-83.1% | $136,749-79.8% | $142,382-80.6% |
| Participation rate | 94.1% | 78.2%+15.9pp | 72.1%+22.0pp | 80.1%+14.0pp |
| Annual return | 21.45% | 27.54%-6.1pp | 24.33%-2.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,980 | $4,117-51.9% | $3,400-41.8% | $4,299-53.9% |
| Participant deferral / active EE | $4,296 | $5,585-23.1% | $4,692-8.4% | $6,507-34.0% |
| Admin fee / account holder | $225 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |