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 | $52,889 | $209,336-74.7% | $197,124-73.2% | $137,256-61.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 17.13% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,617 | $6,591-60.3% | $6,227-58.0% | $4,156-37.0% |
| Participant deferral / active EE | $8,349 | $9,614-13.2% | $9,135-8.6% | $6,407+30.3% |
| Admin fee / account holder | $186 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |