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 | $177,572-79.6% | $154,803-76.6% | $142,382-74.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 25.19% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,462 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $5,222 | $6,272-16.7% | $5,540-5.7% | $6,507-19.7% |
| Admin fee / account holder | $113 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |