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 | $29,808 | $102,245-70.8% | $89,340-66.6% | $137,256-78.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 23.26% | 21.89%+1.4pp | 20.57%+2.7pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,548 | $2,529+0.7% | $2,231+14.2% | $4,156-38.7% |
| Participant deferral / active EE | $7,408 | $4,436+67.0% | $3,823+93.8% | $6,407+15.6% |
| Admin fee / account holder | $176 | $8,085-97.8% | $6,704-97.4% | $12,270-98.6% |