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 | $53,056 | $214,378-75.3% | $200,582-73.5% | $142,382-62.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.73% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,886 | $6,841-72.4% | $6,419-70.6% | $4,299-56.1% |
| Participant deferral / active EE | $7,362 | $9,865-25.4% | $9,331-21.1% | $6,507+13.1% |
| Admin fee / account holder | $19 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |