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 | $15,228 | $60,022-74.6% | $88,946-82.9% | $84,808-82.0% |
| Participation rate | 96.3% | 57.8%+38.5pp | 68.8%+27.4pp | 68.3%+28.0pp |
| Annual return | 23.67% | 22.43%+1.2pp | 57.82%-34.2pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,948 | $1,703+73.1% | $2,555+15.4% | $2,631+12.0% |
| Participant deferral / active EE | $3,561 | $3,114+14.4% | $4,581-22.3% | $4,212-15.5% |
| Admin fee / account holder | $167 | $4,811-96.5% | $8,261-98.0% | $7,344-97.7% |