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 | $20,314 | $60,022-66.2% | $88,946-77.2% | $84,808-76.0% |
| Participation rate | 74.1% | 57.8%+16.2pp | 68.8%+5.2pp | 68.3%+5.8pp |
| Annual return | 21.87% | 22.43%-0.6pp | 57.82%-36.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $4,405 | $1,703+158.7% | $2,555+72.4% | $2,631+67.4% |
| Participant deferral / active EE | $2,750 | $3,114-11.7% | $4,581-40.0% | $4,212-34.7% |
| Admin fee / account holder | $121 | $4,811-97.5% | $8,261-98.5% | $7,344-98.4% |