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 | $19,797 | $159,602-87.6% | $150,045-86.8% | $142,382-86.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.70% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $5,714 | $4,961+15.2% | $4,693+21.8% | $4,299+32.9% |
| Participant deferral / active EE | $4,401 | $8,310-47.0% | $7,997-45.0% | $6,507-32.4% |
| Admin fee / account holder | $247 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |