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 | $75,989 | $106,584-28.7% | $101,326-25.0% | $142,382-46.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 25.81% | 36.93%-11.1pp | 36.82%-11.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $4,836 | $3,956+22.2% | $3,665+31.9% | $4,299+12.5% |
| Participant deferral / active EE | $12,340 | $8,297+48.7% | $7,994+54.4% | $6,507+89.6% |
| Admin fee / account holder | $268 | $11,446-97.7% | $11,185-97.6% | $12,624-97.9% |