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 5-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 | $29,699 | $114,381-74.0% | $107,525-72.4% | $142,382-79.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 25.28% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,392 | $4,015-15.5% | $3,754-9.6% | $4,299-21.1% |
| Participant deferral / active EE | $5,976 | $5,564+7.4% | $5,116+16.8% | $6,507-8.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |