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 | $18,658 | $114,381-83.7% | $107,525-82.6% | $142,382-86.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 22.73% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,752 | $4,015-56.4% | $3,754-53.3% | $4,299-59.2% |
| Participant deferral / active EE | $2,559 | $5,564-54.0% | $5,116-50.0% | $6,507-60.7% |
| Admin fee / account holder | $1 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |