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 | $28,878 | $114,381-74.8% | $107,525-73.1% | $142,382-79.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 33.81% | 242.71%-208.9pp | 181.32%-147.5pp | 217.08%-183.3pp |
| Employer contribution / active EE | $3,482 | $4,015-13.3% | $3,754-7.2% | $4,299-19.0% |
| Participant deferral / active EE | $6,710 | $5,564+20.6% | $5,116+31.2% | $6,507+3.1% |
| Admin fee / account holder | $109 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |