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 | $51,058 | $133,922-61.9% | $116,228-56.1% | $142,382-64.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 19.45% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,348 | $3,446-2.8% | $2,994+11.8% | $4,299-22.1% |
| Participant deferral / active EE | $6,959 | $5,672+22.7% | $4,953+40.5% | $6,507+6.9% |
| Admin fee / account holder | $137 | $14,945-99.1% | $11,989-98.9% | $12,624-98.9% |