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 | $26,479 | $72,071-63.3% | $68,368-61.3% | $137,256-80.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 25.71% | 353.14%-327.4pp | 292.57%-266.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,614 | $2,788-6.2% | $2,649-1.3% | $4,156-37.1% |
| Participant deferral / active EE | $5,584 | $4,410+26.6% | $4,123+35.4% | $6,407-12.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |