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 | $34,639 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 22.63% | 69.37%-46.7pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $863 | $4,636-81.4% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $11,693 | $6,166+89.6% | $5,453+114.4% | $6,407+82.5% |
| Admin fee / account holder | $253 | $16,471-98.5% | $14,116-98.2% | $12,270-97.9% |