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 | $55,259 | $112,729-51.0% | $98,716-44.0% | $137,256-59.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 26.91% | 38.48%-11.6pp | 31.81%-4.9pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2,433 | $2,725-10.7% | $2,279+6.8% | $4,156-41.5% |
| Participant deferral / active EE | $9,942 | $4,640+114.3% | $4,048+145.6% | $6,407+55.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |