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 | $37,754 | $159,602-76.3% | $150,045-74.8% | $142,382-73.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.76% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,473 | $4,961-50.1% | $4,693-47.3% | $4,299-42.5% |
| Participant deferral / active EE | $2,678 | $8,310-67.8% | $7,997-66.5% | $6,507-58.9% |
| Admin fee / account holder | $202 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |