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 | $30,238 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 31.18% | 74.59%-43.4pp | 66.58%-35.4pp | 220.34%-189.2pp |
| Employer contribution / active EE | $3,693 | $4,804-23.1% | $4,554-18.9% | $4,156-11.1% |
| Participant deferral / active EE | $7,212 | $8,216-12.2% | $7,897-8.7% | $6,407+12.6% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |