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 4-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 | $35,744 | $106,749-66.5% | $145,433-75.4% | $82,448-56.6% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 26.94% | 27.59%-0.7pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $3,641 | $3,444+5.7% | $4,554-20.1% | $2,551+42.7% |
| Participant deferral / active EE | $6,921 | $6,519+6.2% | $7,897-12.4% | $4,139+67.2% |
| Admin fee / account holder | $270 | $8,390-96.8% | $13,129-97.9% | $7,234-96.3% |