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 | $16,325 | $97,125-83.2% | $86,233-81.1% | $137,256-88.1% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 23.04% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,422 | $2,841-14.8% | $2,504-3.3% | $4,156-41.7% |
| Participant deferral / active EE | $3,196 | $5,180-38.3% | $4,559-29.9% | $6,407-50.1% |
| Admin fee / account holder | $164 | $9,725-98.3% | $8,342-98.0% | $12,270-98.7% |