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 | $25,225 | $117,983-78.6% | $101,794-75.2% | $142,382-82.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 24.46% | 36.92%-12.5pp | 30.53%-6.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,935 | $2,773-30.2% | $2,289-15.4% | $4,299-55.0% |
| Participant deferral / active EE | $8,930 | $4,714+89.4% | $4,084+118.6% | $6,507+37.2% |
| Admin fee / account holder | $154 | $10,433-98.5% | $8,777-98.2% | $12,624-98.8% |