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 | $30,555 | $114,381-73.3% | $107,525-71.6% | $142,382-78.5% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 19.61% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,842 | $4,015-29.2% | $3,754-24.3% | $4,299-33.9% |
| Participant deferral / active EE | $4,251 | $5,564-23.6% | $5,116-16.9% | $6,507-34.7% |
| Admin fee / account holder | $43 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |