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 | $71,589 | $214,378-66.6% | $200,582-64.3% | $142,382-49.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 24.33% | 46.41%-22.1pp | 42.33%-18.0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $5,571 | $6,841-18.6% | $6,419-13.2% | $4,299+29.6% |
| Participant deferral / active EE | $12,069 | $9,865+22.3% | $9,331+29.3% | $6,507+85.5% |
| Admin fee / account holder | $228 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |