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 | $25,379 | $111,814-77.3% | $93,654-72.9% | $145,959-82.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 15.46% | 203.30%-187.8pp | 133.34%-117.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,909 | $3,092-5.9% | $2,421+20.2% | $4,661-37.6% |
| Participant deferral / active EE | $4,153 | $4,914-15.5% | $4,413-5.9% | $6,689-37.9% |
| Admin fee / account holder | $90 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |