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 | $33,405 | $214,378-84.4% | $200,582-83.3% | $142,382-76.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.57% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,700 | $6,841-75.1% | $6,419-73.5% | $4,299-60.4% |
| Participant deferral / active EE | $4,081 | $9,865-58.6% | $9,331-56.3% | $6,507-37.3% |
| Admin fee / account holder | $45 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |