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 | $36,229 | $172,111-79.0% | $150,298-75.9% | $137,256-73.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 25.19% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,462 | $4,636-46.9% | $4,154-40.7% | $4,156-40.8% |
| Participant deferral / active EE | $5,222 | $6,166-15.3% | $5,453-4.2% | $6,407-18.5% |
| Admin fee / account holder | $113 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |