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 5-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 | $18,489 | $104,974-82.4% | $95,585-80.7% | $142,382-87.0% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 22.11% | 210.33%-188.2pp | 38.56%-16.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,644 | $2,779+31.2% | $2,527+44.2% | $4,299-15.2% |
| Participant deferral / active EE | $6,117 | $4,352+40.6% | $4,023+52.1% | $6,507-6.0% |
| Admin fee / account holder | $291 | $6,386-95.4% | $6,127-95.2% | $12,624-97.7% |