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 | $37,198 | $201,259-81.5% | $184,200-79.8% | $145,959-74.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.69% | 28.98%-15.3pp | 28.80%-15.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,154 | $7,018-69.3% | $6,424-66.5% | $4,661-53.8% |
| Participant deferral / active EE | $9,715 | $9,806-0.9% | $9,132+6.4% | $6,689+45.2% |
| Admin fee / account holder | $206 | $16,372-98.7% | $13,907-98.5% | $13,398-98.5% |