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 | $93,041 | $179,726-48.2% | $156,263-40.5% | $142,382-34.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.21% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,636 | $5,069-67.7% | $4,333-62.3% | $4,299-62.0% |
| Participant deferral / active EE | $23,000 | $6,956+230.7% | $6,158+273.5% | $6,507+253.5% |
| Admin fee / account holder | $84 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |