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 6-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 | $38,916 | $214,378-81.8% | $200,582-80.6% | $142,382-72.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.40% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,429 | $6,841-49.9% | $6,419-46.6% | $4,299-20.2% |
| Participant deferral / active EE | $3,597 | $9,865-63.5% | $9,331-61.5% | $6,507-44.7% |
| Admin fee / account holder | $151 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |