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 | $214,378-80.0% | $200,582-78.6% | $142,382-69.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 23.81% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,314 | $6,841-36.9% | $6,419-32.8% | $4,299+0.3% |
| Participant deferral / active EE | $11,833 | $9,865+19.9% | $9,331+26.8% | $6,507+81.8% |
| Admin fee / account holder | $178 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |