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 | $35,060 | $111,535-68.6% | $105,223-66.7% | $137,256-74.5% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.0%+1.1pp | 80.0%-3.8pp |
| Annual return | 22.57% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,699 | $3,939-6.1% | $3,689+0.3% | $4,156-11.0% |
| Participant deferral / active EE | $3,752 | $5,500-31.8% | $5,072-26.0% | $6,407-41.4% |
| Admin fee / account holder | $109 | $9,721-98.9% | $8,859-98.8% | $12,270-99.1% |