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 | $117,983-53.9% | $101,794-46.5% | $142,382-61.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 19.00% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,565 | $2,773-7.5% | $2,289+12.1% | $4,299-40.3% |
| Participant deferral / active EE | $9,619 | $4,714+104.1% | $4,084+135.5% | $6,507+47.8% |
| Admin fee / account holder | $298 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |