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 | $18,043 | $172,111-89.5% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 23.17% | 69.37%-46.2pp | 62.79%-39.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,924 | $4,636-58.5% | $4,154-53.7% | $4,156-53.7% |
| Participant deferral / active EE | $3,876 | $6,166-37.1% | $5,453-28.9% | $6,407-39.5% |
| Admin fee / account holder | $158 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |