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 | $18,161 | $107,452-83.1% | $91,541-80.2% | $142,382-87.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 25.44% | 22.06%+3.4pp | 20.50%+4.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,907 | $2,994-36.3% | $2,505-23.9% | $4,299-55.6% |
| Participant deferral / active EE | $5,973 | $4,754+25.6% | $4,008+49.0% | $6,507-8.2% |
| Admin fee / account holder | $51 | $8,834-99.4% | $6,956-99.3% | $12,624-99.6% |