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 | $27,109 | $201,272-86.5% | $184,203-85.3% | $145,922-81.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.28% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,415 | $7,022-65.6% | $6,427-62.4% | $4,660-48.2% |
| Participant deferral / active EE | $8,811 | $9,806-10.1% | $9,131-3.5% | $6,688+31.7% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |