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 | $28,763 | $124,425-76.9% | $112,040-74.3% | $137,256-79.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 24.92% | 24.72%+0.2pp | 24.52%+0.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,277 | $3,411-62.6% | $2,954-56.8% | $4,156-69.3% |
| Participant deferral / active EE | $4,504 | $5,718-21.2% | $5,098-11.7% | $6,407-29.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |