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 | $24,306 | $114,381-78.7% | $107,525-77.4% | $142,382-82.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 21.95% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,395 | $4,015-40.4% | $3,754-36.2% | $4,299-44.3% |
| Participant deferral / active EE | $6,557 | $5,564+17.8% | $5,116+28.2% | $6,507+0.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |