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 | $85,019 | $214,378-60.3% | $200,582-57.6% | $142,382-40.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.52% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,376 | $6,841-21.4% | $6,419-16.2% | $4,299+25.1% |
| Participant deferral / active EE | $10,247 | $9,865+3.9% | $9,331+9.8% | $6,507+57.5% |
| Admin fee / account holder | $260 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |