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 | $42,893 | $209,336-79.5% | $197,124-78.2% | $137,256-68.7% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 23.81% | 48.09%-24.3pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $4,314 | $6,591-34.5% | $6,227-30.7% | $4,156+3.8% |
| Participant deferral / active EE | $11,833 | $9,614+23.1% | $9,135+29.5% | $6,407+84.7% |
| Admin fee / account holder | $178 | $17,308-99.0% | $16,298-98.9% | $12,270-98.5% |