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 | $21,698 | $172,111-87.4% | $150,298-85.6% | $137,256-84.2% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 23.77% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,083 | $4,636-33.5% | $4,154-25.8% | $4,156-25.8% |
| Participant deferral / active EE | $5,008 | $6,166-18.8% | $5,453-8.2% | $6,407-21.8% |
| Admin fee / account holder | $137 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |