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 | $36,275 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.03% | 74.59%-53.6pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $4,513 | $4,804-6.1% | $4,554-0.9% | $4,156+8.6% |
| Participant deferral / active EE | $10,563 | $8,216+28.6% | $7,897+33.8% | $6,407+64.9% |
| Admin fee / account holder | $57 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |