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 | $20,751 | $154,228-86.5% | $145,433-85.7% | $137,256-84.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 26.04% | 74.59%-48.6pp | 66.58%-40.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,428 | $4,804-49.5% | $4,554-46.7% | $4,156-41.6% |
| Participant deferral / active EE | $5,234 | $8,216-36.3% | $7,897-33.7% | $6,407-18.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |