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 5-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 | $24,935 | $179,726-86.1% | $156,263-84.0% | $142,382-82.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 18.80% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,329 | $5,069-73.8% | $4,333-69.3% | $4,299-69.1% |
| Participant deferral / active EE | $2,657 | $6,956-61.8% | $6,158-56.9% | $6,507-59.2% |
| Admin fee / account holder | $163 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |