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 | $30,438 | $72,071-57.8% | $68,368-55.5% | $137,256-77.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 19.54% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,334 | $2,788-52.1% | $2,649-49.6% | $4,156-67.9% |
| Participant deferral / active EE | $3,541 | $4,410-19.7% | $4,123-14.1% | $6,407-44.7% |
| Admin fee / account holder | $142 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |