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 | $34,794 | $148,534-76.6% | $135,903-74.4% | $139,434-75.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 21.73% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,616 | $5,243-69.2% | $4,856-66.7% | $4,751-66.0% |
| Participant deferral / active EE | $4,820 | $8,100-40.5% | $7,758-37.9% | $6,710-28.2% |
| Admin fee / account holder | $254 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |