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 | $19,457 | $114,381-83.0% | $107,525-81.9% | $142,382-86.3% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 22.58% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,537 | $4,015-61.7% | $3,754-59.0% | $4,299-64.2% |
| Participant deferral / active EE | $7,101 | $5,564+27.6% | $5,116+38.8% | $6,507+9.1% |
| Admin fee / account holder | $282 | $9,860-97.1% | $8,919-96.8% | $12,624-97.8% |