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 | $16,891 | $114,381-85.2% | $107,525-84.3% | $142,382-88.1% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 33.78% | 242.71%-208.9pp | 181.32%-147.5pp | 217.08%-183.3pp |
| Employer contribution / active EE | $1,960 | $4,015-51.2% | $3,754-47.8% | $4,299-54.4% |
| Participant deferral / active EE | $4,882 | $5,564-12.3% | $5,116-4.6% | $6,507-25.0% |
| Admin fee / account holder | $99 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |