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 | $154,228-67.5% | $145,433-65.6% | $137,256-63.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 26.86% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $4,061 | $4,804-15.5% | $4,554-10.8% | $4,156-2.3% |
| Participant deferral / active EE | $8,057 | $8,216-1.9% | $7,897+2.0% | $6,407+25.8% |
| Admin fee / account holder | $187 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |