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 6-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 | $45,940 | $154,228-70.2% | $145,433-68.4% | $137,256-66.5% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,387 | $4,804-71.1% | $4,554-69.6% | $4,156-66.6% |
| Participant deferral / active EE | $5,116 | $8,216-37.7% | $7,897-35.2% | $6,407-20.1% |
| Admin fee / account holder | $117 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |