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 | $43,843 | $177,572-75.3% | $154,803-71.7% | $142,382-69.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 22.06% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,047 | $4,810-15.9% | $4,305-6.0% | $4,299-5.9% |
| Participant deferral / active EE | $6,659 | $6,272+6.2% | $5,540+20.2% | $6,507+2.3% |
| Admin fee / account holder | $149 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |