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 | $24,287 | $154,228-84.3% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 27.15% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.2pp |
| Employer contribution / active EE | $2,823 | $4,804-41.2% | $4,554-38.0% | $4,156-32.1% |
| Participant deferral / active EE | $4,879 | $8,216-40.6% | $7,897-38.2% | $6,407-23.8% |
| Admin fee / account holder | $277 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |