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 5-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 | $23,629 | $99,918-76.4% | $81,382-71.0% | $145,922-83.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 18.25% | 34.32%-16.1pp | 24.73%-6.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,278 | $2,978-23.5% | $2,463-7.5% | $4,660-51.1% |
| Participant deferral / active EE | $4,221 | $4,605-8.3% | $3,883+8.7% | $6,688-36.9% |
| Admin fee / account holder | $86 | $8,212-99.0% | $5,768-98.5% | $13,397-99.4% |