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 4-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 | $40,133 | $111,754-64.1% | $103,333-61.2% | $145,922-72.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.29% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,463 | $4,212-41.5% | $3,868-36.3% | $4,660-47.1% |
| Participant deferral / active EE | $7,536 | $5,619+34.1% | $5,057+49.0% | $6,688+12.7% |
| Admin fee / account holder | $272 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |