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 | $154,228-61.1% | $145,433-58.8% | $137,256-56.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 28.44% | 74.59%-46.2pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $1,849 | $4,804-61.5% | $4,554-59.4% | $4,156-55.5% |
| Participant deferral / active EE | $7,233 | $8,216-12.0% | $7,897-8.4% | $6,407+12.9% |
| Admin fee / account holder | $221 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |