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 | $23,199 | $114,381-79.7% | $107,525-78.4% | $142,382-83.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 26.47% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,297 | $4,015-42.8% | $3,754-38.8% | $4,299-46.6% |
| Participant deferral / active EE | $4,803 | $5,564-13.7% | $5,116-6.1% | $6,507-26.2% |
| Admin fee / account holder | $274 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |