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 | $23,322 | $74,888-68.9% | $71,209-67.2% | $142,382-83.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 27.61% | 345.14%-317.5pp | 282.51%-254.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,929 | $2,854+2.6% | $2,721+7.6% | $4,299-31.9% |
| Participant deferral / active EE | $5,430 | $4,454+21.9% | $4,175+30.0% | $6,507-16.6% |
| Admin fee / account holder | $127 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |