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 | $114,381-79.3% | $107,525-78.0% | $142,382-83.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 25.33% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,393 | $4,015-40.4% | $3,754-36.3% | $4,299-44.3% |
| Participant deferral / active EE | $3,666 | $5,564-34.1% | $5,116-28.3% | $6,507-43.7% |
| Admin fee / account holder | $171 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |