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 | $51,119 | $148,534-65.6% | $135,903-62.4% | $139,434-63.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 26.61% | 79.19%-52.6pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,728 | $5,243-48.0% | $4,856-43.8% | $4,751-42.6% |
| Participant deferral / active EE | $7,789 | $8,100-3.8% | $7,758+0.4% | $6,710+16.1% |
| Admin fee / account holder | $47 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |