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 | $35,519 | $133,922-73.5% | $116,228-69.4% | $142,382-75.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 23.20% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,092 | $3,446-39.3% | $2,994-30.2% | $4,299-51.3% |
| Participant deferral / active EE | $5,121 | $5,672-9.7% | $4,953+3.4% | $6,507-21.3% |
| Admin fee / account holder | $106 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |