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 | $19,154 | $97,125-80.3% | $86,233-77.8% | $137,256-86.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 17.41% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,125 | $2,841-25.2% | $2,504-15.2% | $4,156-48.9% |
| Participant deferral / active EE | $3,861 | $5,180-25.5% | $4,559-15.3% | $6,407-39.7% |
| Admin fee / account holder | $296 | $9,725-97.0% | $8,342-96.5% | $12,270-97.6% |