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 | $38,449 | $77,419-50.3% | $69,455-44.6% | $152,861-74.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 22.39% | 39.06%-16.7pp | 28.97%-6.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,362 | $3,315-58.9% | $2,779-51.0% | $4,762-71.4% |
| Participant deferral / active EE | $4,404 | $4,414-0.2% | $3,535+24.6% | $5,850-24.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |