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 6-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 | $35,702 | $117,983-69.7% | $101,794-64.9% | $142,382-74.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.80% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,347 | $2,773-15.3% | $2,289+2.6% | $4,299-45.4% |
| Participant deferral / active EE | $4,562 | $4,714-3.2% | $4,084+11.7% | $6,507-29.9% |
| Admin fee / account holder | $208 | $10,433-98.0% | $8,777-97.6% | $12,624-98.4% |