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 | $63,410 | $159,602-60.3% | $150,045-57.7% | $142,382-55.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 27.00% | 70.24%-43.2pp | 62.55%-35.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,041 | $4,961+1.6% | $4,693+7.4% | $4,299+17.3% |
| Participant deferral / active EE | $6,916 | $8,310-16.8% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $206 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |