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 | $50,054 | $159,602-68.6% | $150,045-66.6% | $142,382-64.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 26.86% | 70.24%-43.4pp | 62.55%-35.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $4,061 | $4,961-18.1% | $4,693-13.5% | $4,299-5.5% |
| Participant deferral / active EE | $8,057 | $8,310-3.0% | $7,997+0.7% | $6,507+23.8% |
| Admin fee / account holder | $187 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |