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 | $22,819 | $116,167-80.4% | $64,489-64.6% | $137,256-83.4% |
| Participation rate | 83.3% | 68.2%+15.1pp | 67.7%+15.6pp | 80.0%+3.4pp |
| Annual return | 23.34% | 36.55%-13.2pp | 55.03%-31.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,223 | $2,483-10.5% | $1,523+46.0% | $4,156-46.5% |
| Participant deferral / active EE | $2,925 | $4,215-30.6% | $2,778+5.3% | $6,407-54.3% |
| Admin fee / account holder | $174 | $6,188-97.2% | $4,260-95.9% | $12,270-98.6% |