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 | $25,379 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 28.13% | 74.59%-46.5pp | 66.58%-38.4pp | 220.34%-192.2pp |
| Employer contribution / active EE | $3,439 | $4,804-28.4% | $4,554-24.5% | $4,156-17.3% |
| Participant deferral / active EE | $7,266 | $8,216-11.6% | $7,897-8.0% | $6,407+13.4% |
| Admin fee / account holder | $93 | $14,344-99.4% | $13,129-99.3% | $12,270-99.2% |