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 5-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 | $34,514 | $117,841-70.7% | $102,423-66.3% | $145,922-76.3% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 19.36% | 31.65%-12.3pp | 29.32%-10.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,565 | $3,615-29.0% | $3,023-15.2% | $4,660-45.0% |
| Participant deferral / active EE | $3,233 | $5,731-43.6% | $5,053-36.0% | $6,688-51.7% |
| Admin fee / account holder | $116 | $13,326-99.1% | $9,451-98.8% | $13,397-99.1% |