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 5-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 | $35,538 | $89,753-60.4% | $107,525-66.9% | $84,808-58.1% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 32.30% | 29.48%+2.8pp | 181.32%-149.0pp | 40.90%-8.6pp |
| Employer contribution / active EE | $2,925 | $3,113-6.0% | $3,754-22.1% | $2,631+11.2% |
| Participant deferral / active EE | $4,687 | $4,056+15.5% | $5,116-8.4% | $4,212+11.3% |
| Admin fee / account holder | $37 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |