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 | $49,889 | $209,336-76.2% | $197,124-74.7% | $137,256-63.7% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 21.49% | 48.09%-26.6pp | 44.34%-22.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $7,407 | $6,591+12.4% | $6,227+18.9% | $4,156+78.2% |
| Participant deferral / active EE | $6,069 | $9,614-36.9% | $9,135-33.6% | $6,407-5.3% |
| Admin fee / account holder | $5 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |