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 | $45,078 | $114,381-60.6% | $107,525-58.1% | $142,382-68.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 19.40% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,863 | $4,015-53.6% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,891 | $5,564-12.1% | $5,116-4.4% | $6,507-24.8% |
| Admin fee / account holder | $273 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |