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 | $25,545 | $179,726-85.8% | $156,263-83.7% | $142,382-82.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 20.80% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,694 | $5,069-66.6% | $4,333-60.9% | $4,299-60.6% |
| Participant deferral / active EE | $4,945 | $6,956-28.9% | $6,158-19.7% | $6,507-24.0% |
| Admin fee / account holder | $259 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |