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 | $8,119 | $80,717-89.9% | $154,803-94.8% | $84,808-90.4% |
| Participation rate | 71.1% | 66.8%+4.3pp | 78.1%-7.0pp | 68.3%+2.8pp |
| Annual return | 34.83% | 37.96%-3.1pp | 58.88%-24.0pp | 40.90%-6.1pp |
| Employer contribution / active EE | $683 | $2,761-75.3% | $4,305-84.1% | $2,631-74.0% |
| Participant deferral / active EE | $2,490 | $3,303-24.6% | $5,540-55.1% | $4,212-40.9% |
| Admin fee / account holder | $19 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |