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 | $64,474 | $127,065-49.3% | $113,168-43.0% | $142,382-54.7% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 19.44% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,438 | $3,442-0.1% | $2,975+15.5% | $4,299-20.0% |
| Participant deferral / active EE | $4,742 | $5,716-17.0% | $5,107-7.1% | $6,507-27.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |