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 | $39,631 | $154,228-74.3% | $145,433-72.7% | $137,256-71.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 21.23% | 74.59%-53.4pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,250 | $4,804-32.4% | $4,554-28.6% | $4,156-21.8% |
| Participant deferral / active EE | $4,067 | $8,216-50.5% | $7,897-48.5% | $6,407-36.5% |
| Admin fee / account holder | $195 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |