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 | $59,943 | $159,602-62.4% | $150,045-60.1% | $142,382-57.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 28.44% | 70.24%-41.8pp | 62.55%-34.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,849 | $4,961-62.7% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $7,233 | $8,310-13.0% | $7,997-9.6% | $6,507+11.2% |
| Admin fee / account holder | $221 | $14,846-98.5% | $13,435-98.4% | $12,624-98.2% |