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 | $34,889 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 35.94% | 65.07%-29.1pp | 58.88%-22.9pp | 217.08%-181.1pp |
| Employer contribution / active EE | $3,149 | $4,810-34.5% | $4,305-26.9% | $4,299-26.7% |
| Participant deferral / active EE | $8,516 | $6,272+35.8% | $5,540+53.7% | $6,507+30.9% |
| Admin fee / account holder | $19 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |