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 | $37,203 | $177,572-79.0% | $154,803-76.0% | $142,382-73.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 24.21% | 65.07%-40.9pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,708 | $4,810-22.9% | $4,305-13.9% | $4,299-13.8% |
| Participant deferral / active EE | $7,122 | $6,272+13.6% | $5,540+28.5% | $6,507+9.4% |
| Admin fee / account holder | $277 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |