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 | $33,712 | $183,519-81.6% | $155,509-78.3% | $145,922-76.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.00% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,234 | $5,313-58.0% | $4,672-52.2% | $4,660-52.1% |
| Participant deferral / active EE | $8,307 | $6,462+28.5% | $5,626+47.7% | $6,688+24.2% |
| Admin fee / account holder | $77 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |