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 | $14,820 | $114,381-87.0% | $107,525-86.2% | $142,382-89.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 23.50% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,110 | $4,015-72.3% | $3,754-70.4% | $4,299-74.2% |
| Participant deferral / active EE | $3,290 | $5,564-40.9% | $5,116-35.7% | $6,507-49.4% |
| Admin fee / account holder | $55 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |