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 | $6,394 | $74,888-91.5% | $71,209-91.0% | $142,382-95.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 28.20% | 345.14%-316.9pp | 282.51%-254.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,174 | $2,854-58.9% | $2,721-56.9% | $4,299-72.7% |
| Participant deferral / active EE | $1,492 | $4,454-66.5% | $4,175-64.3% | $6,507-77.1% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |