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 | $35,606 | $179,726-80.2% | $156,263-77.2% | $142,382-75.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 22.77% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,213 | $5,069-56.3% | $4,333-48.9% | $4,299-48.5% |
| Participant deferral / active EE | $7,471 | $6,956+7.4% | $6,158+21.3% | $6,507+14.8% |
| Admin fee / account holder | $298 | $17,272-98.3% | $14,255-97.9% | $12,624-97.6% |