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 | $36,495 | $172,111-78.8% | $150,298-75.7% | $137,256-73.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 81.62% | 69.37%+12.2pp | 62.79%+18.8pp | 220.34%-138.7pp |
| Employer contribution / active EE | $2,911 | $4,636-37.2% | $4,154-29.9% | $4,156-30.0% |
| Participant deferral / active EE | $5,441 | $6,166-11.8% | $5,453-0.2% | $6,407-15.1% |
| Admin fee / account holder | $241 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |