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 | $88,672-59.9% | $105,223-66.2% | $82,448-56.9% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 32.30% | 30.86%+1.4pp | 180.65%-148.4pp | 41.64%-9.3pp |
| Employer contribution / active EE | $2,925 | $3,048-4.0% | $3,689-20.7% | $2,551+14.7% |
| Participant deferral / active EE | $4,687 | $4,036+16.1% | $5,072-7.6% | $4,139+13.2% |
| Admin fee / account holder | $37 | $7,146-99.5% | $8,859-99.6% | $7,234-99.5% |