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 | $25,545 | $178,174-85.7% | $156,181-83.6% | $137,256-81.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 20.80% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,694 | $4,972-65.9% | $4,294-60.6% | $4,156-59.2% |
| Participant deferral / active EE | $4,945 | $6,888-28.2% | $6,132-19.4% | $6,407-22.8% |
| Admin fee / account holder | $259 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |