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 | $69,990 | $214,378-67.4% | $200,582-65.1% | $142,382-50.8% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 16.76% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,756 | $6,841-30.5% | $6,419-25.9% | $4,299+10.6% |
| Participant deferral / active EE | $9,023 | $9,865-8.5% | $9,331-3.3% | $6,507+38.7% |
| Admin fee / account holder | $282 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |