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 | $34,972 | $179,726-80.5% | $156,263-77.6% | $142,382-75.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 20.25% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,214 | $5,069-36.6% | $4,333-25.8% | $4,299-25.2% |
| Participant deferral / active EE | $4,920 | $6,956-29.3% | $6,158-20.1% | $6,507-24.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |