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 | $19,223 | $74,888-74.3% | $71,209-73.0% | $142,382-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.31% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,153 | $2,854-24.6% | $2,721-20.9% | $4,299-49.9% |
| Participant deferral / active EE | $4,559 | $4,454+2.3% | $4,175+9.2% | $6,507-29.9% |
| Admin fee / account holder | $205 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |