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 | $118,427-80.7% | $66,042-65.4% | $142,382-84.0% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 23.34% | 35.57%-12.2pp | 52.11%-28.8pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,223 | $2,570-13.5% | $1,579+40.8% | $4,299-48.3% |
| Participant deferral / active EE | $2,925 | $4,311-32.2% | $2,835+3.2% | $6,507-55.0% |
| Admin fee / account holder | $174 | $9,593-98.2% | $5,747-97.0% | $12,624-98.6% |