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 | $28,629 | $111,754-74.4% | $103,333-72.3% | $145,922-80.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 10.85% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,448 | $4,212-41.9% | $3,868-36.7% | $4,660-47.5% |
| Participant deferral / active EE | $4,955 | $5,619-11.8% | $5,057-2.0% | $6,688-25.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |