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 | $25,900 | $159,602-83.8% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 22.31% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,208 | $4,961-75.7% | $4,693-74.3% | $4,299-71.9% |
| Participant deferral / active EE | $5,459 | $8,310-34.3% | $7,997-31.7% | $6,507-16.1% |
| Admin fee / account holder | $70 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |