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 | $38,612 | $106,515-63.7% | $96,683-60.1% | $139,434-72.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 25.46% | 38.43%-13.0pp | 35.69%-10.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,001 | $4,103-26.9% | $3,737-19.7% | $4,751-36.8% |
| Participant deferral / active EE | $7,696 | $5,454+41.1% | $4,878+57.8% | $6,710+14.7% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |