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 | $54,429 | $112,729-51.7% | $98,716-44.9% | $137,256-60.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 19.00% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,565 | $2,725-5.9% | $2,279+12.6% | $4,156-38.3% |
| Participant deferral / active EE | $9,619 | $4,640+107.3% | $4,048+137.6% | $6,407+50.1% |
| Admin fee / account holder | $298 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |