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 | $57,867 | $106,515-45.7% | $96,683-40.1% | $139,434-58.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 18.87% | 38.43%-19.6pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,964 | $4,103-27.7% | $3,737-20.7% | $4,751-37.6% |
| Participant deferral / active EE | $5,745 | $5,454+5.3% | $4,878+17.8% | $6,710-14.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |