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 4-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 | $24,441 | $93,571-73.9% | $135,903-82.0% | $75,163-67.5% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 21.99% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,202 | $3,537-37.7% | $4,856-54.7% | $2,670-17.5% |
| Participant deferral / active EE | $4,181 | $6,404-34.7% | $7,758-46.1% | $4,125+1.4% |
| Admin fee / account holder | $189 | $6,975-97.3% | $10,762-98.2% | $5,651-96.7% |