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 | $22,155 | $159,602-86.1% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 25.53% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,226 | $4,961-75.3% | $4,693-73.9% | $4,299-71.5% |
| Participant deferral / active EE | $6,891 | $8,310-17.1% | $7,997-13.8% | $6,507+5.9% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |