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 | $34,411 | $111,754-69.2% | $103,333-66.7% | $145,922-76.4% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 21.58% | 24.77%-3.2pp | 24.88%-3.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,520 | $4,212-63.9% | $3,868-60.7% | $4,660-67.4% |
| Participant deferral / active EE | $3,960 | $5,619-29.5% | $5,057-21.7% | $6,688-40.8% |
| Admin fee / account holder | $215 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |