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 | $31,010 | $114,381-72.9% | $107,525-71.2% | $142,382-78.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 194.01% | 242.71%-48.7pp | 181.32%+12.7pp | 217.08%-23.1pp |
| Employer contribution / active EE | $2,645 | $4,015-34.1% | $3,754-29.5% | $4,299-38.5% |
| Participant deferral / active EE | $4,303 | $5,564-22.7% | $5,116-15.9% | $6,507-33.9% |
| Admin fee / account holder | $158 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |