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 | $6,732 | $95,266-92.9% | $82,389-91.8% | $142,382-95.3% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.5%+3.8pp | 80.1%-6.8pp |
| Annual return | 26.79% | 25.74%+1.1pp | 28.67%-1.9pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,059 | $2,991-64.6% | $2,517-57.9% | $4,299-75.4% |
| Participant deferral / active EE | $1,805 | $4,809-62.5% | $4,155-56.5% | $6,507-72.3% |
| Admin fee / account holder | $266 | $8,563-96.9% | $7,231-96.3% | $12,624-97.9% |