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 | $31,451 | $201,272-84.4% | $184,203-82.9% | $145,922-78.4% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 14.42% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,377 | $7,022-51.9% | $6,427-47.5% | $4,660-27.5% |
| Participant deferral / active EE | $9,346 | $9,806-4.7% | $9,131+2.3% | $6,688+39.7% |
| Admin fee / account holder | $167 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |