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 | $32,216 | $183,519-82.4% | $155,509-79.3% | $145,922-77.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.84% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,412 | $5,313-73.4% | $4,672-69.8% | $4,660-69.7% |
| Participant deferral / active EE | $4,370 | $6,462-32.4% | $5,626-22.3% | $6,688-34.7% |
| Admin fee / account holder | $276 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |