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 | $23,650 | $111,535-78.8% | $105,223-77.5% | $137,256-82.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 25.33% | 237.85%-212.5pp | 180.65%-155.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,393 | $3,939-39.3% | $3,689-35.1% | $4,156-42.4% |
| Participant deferral / active EE | $3,666 | $5,500-33.3% | $5,072-27.7% | $6,407-42.8% |
| Admin fee / account holder | $171 | $9,721-98.2% | $8,859-98.1% | $12,270-98.6% |