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 | $27,402 | $117,983-76.8% | $101,794-73.1% | $142,382-80.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 27.62% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,346 | $2,773-15.4% | $2,289+2.5% | $4,299-45.4% |
| Participant deferral / active EE | $3,844 | $4,714-18.4% | $4,084-5.9% | $6,507-40.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |