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 6-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 | $33,861 | $106,515-68.2% | $96,683-65.0% | $139,434-75.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 35.13% | 38.43%-3.3pp | 35.69%-0.6pp | 372.94%-337.8pp |
| Employer contribution / active EE | $1,569 | $4,103-61.8% | $3,737-58.0% | $4,751-67.0% |
| Participant deferral / active EE | $3,991 | $5,454-26.8% | $4,878-18.2% | $6,710-40.5% |
| Admin fee / account holder | $212 | $7,877-97.3% | $6,730-96.8% | $11,403-98.1% |