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 | $41,626 | $177,572-76.6% | $154,803-73.1% | $142,382-70.8% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 210.86% | 65.07%+145.8pp | 58.88%+152.0pp | 217.08%-6.2pp |
| Employer contribution / active EE | $1,012 | $4,810-79.0% | $4,305-76.5% | $4,299-76.5% |
| Participant deferral / active EE | $3,090 | $6,272-50.7% | $5,540-44.2% | $6,507-52.5% |
| Admin fee / account holder | $247 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |