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 | $39,543 | $114,381-65.4% | $107,525-63.2% | $142,382-72.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.18% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,786 | $4,015-30.6% | $3,754-25.8% | $4,299-35.2% |
| Participant deferral / active EE | $3,100 | $5,564-44.3% | $5,116-39.4% | $6,507-52.4% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |