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 | $25,621 | $177,572-85.6% | $154,803-83.4% | $142,382-82.0% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 23.31% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,190 | $4,810-75.3% | $4,305-72.4% | $4,299-72.3% |
| Participant deferral / active EE | $2,138 | $6,272-65.9% | $5,540-61.4% | $6,507-67.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |