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 | $38,446 | $95,266-59.6% | $82,389-53.3% | $142,382-73.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 22.19% | 25.74%-3.5pp | 28.67%-6.5pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,144 | $2,991+38.5% | $2,517+64.6% | $4,299-3.6% |
| Participant deferral / active EE | $7,896 | $4,809+64.2% | $4,155+90.0% | $6,507+21.3% |
| Admin fee / account holder | $140 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |