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 | $33,356 | $159,602-79.1% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.91% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,165 | $4,961-56.4% | $4,693-53.9% | $4,299-49.6% |
| Participant deferral / active EE | $5,296 | $8,310-36.3% | $7,997-33.8% | $6,507-18.6% |
| Admin fee / account holder | $244 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |