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 | $209,336-59.4% | $197,124-56.9% | $137,256-38.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 17.52% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,376 | $6,591-18.4% | $6,227-13.7% | $4,156+29.4% |
| Participant deferral / active EE | $10,247 | $9,614+6.6% | $9,135+12.2% | $6,407+59.9% |
| Admin fee / account holder | $260 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |