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 | $40,345 | $154,228-73.8% | $145,433-72.3% | $137,256-70.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 27.01% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $3,937 | $4,804-18.1% | $4,554-13.6% | $4,156-5.3% |
| Participant deferral / active EE | $8,447 | $8,216+2.8% | $7,897+7.0% | $6,407+31.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |