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 | $36,258 | $214,378-83.1% | $200,582-81.9% | $142,382-74.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 24.29% | 46.41%-22.1pp | 42.33%-18.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,021 | $6,841-55.8% | $6,419-52.9% | $4,299-29.7% |
| Participant deferral / active EE | $6,635 | $9,865-32.7% | $9,331-28.9% | $6,507+2.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |