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 | $38,641 | $185,822-79.2% | $169,993-77.3% | $139,434-72.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 26.40% | 60.50%-34.1pp | 53.37%-27.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $4,185 | $7,590-44.9% | $6,785-38.3% | $4,751-11.9% |
| Participant deferral / active EE | $11,312 | $11,622-2.7% | $10,408+8.7% | $6,710+68.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |