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 | $26,635 | $111,754-76.2% | $103,333-74.2% | $145,922-81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.81% | 24.77%0pp | 24.88%-0.1pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,894 | $4,212-55.0% | $3,868-51.0% | $4,660-59.4% |
| Participant deferral / active EE | $8,070 | $5,619+43.6% | $5,057+59.6% | $6,688+20.7% |
| Admin fee / account holder | $173 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |