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 | $24,432 | $178,174-86.3% | $156,181-84.4% | $137,256-82.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 23.54% | 84.19%-60.7pp | 64.87%-41.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,837 | $4,972-42.9% | $4,294-33.9% | $4,156-31.7% |
| Participant deferral / active EE | $3,019 | $6,888-56.2% | $6,132-50.8% | $6,407-52.9% |
| Admin fee / account holder | $56 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |