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 | $38,528 | $183,519-79.0% | $155,509-75.2% | $145,922-73.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.05% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,041 | $5,313-61.6% | $4,672-56.3% | $4,660-56.2% |
| Participant deferral / active EE | $8,854 | $6,462+37.0% | $5,626+57.4% | $6,688+32.4% |
| Admin fee / account holder | $142 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |