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 | $39,929 | $154,228-74.1% | $145,433-72.5% | $137,256-70.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 25.92% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,358 | $4,804-30.1% | $4,554-26.3% | $4,156-19.2% |
| Participant deferral / active EE | $7,698 | $8,216-6.3% | $7,897-2.5% | $6,407+20.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |