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 | $33,600 | $154,228-78.2% | $145,433-76.9% | $137,256-75.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.51% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,118 | $4,804-55.9% | $4,554-53.5% | $4,156-49.0% |
| Participant deferral / active EE | $4,540 | $8,216-44.7% | $7,897-42.5% | $6,407-29.1% |
| Admin fee / account holder | $276 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |