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 6-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 | $32,407 | $126,574-74.4% | $106,213-69.5% | $145,922-77.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 18.17% | 224.79%-206.6pp | 116.14%-98.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $821 | $3,730-78.0% | $3,171-74.1% | $4,660-82.4% |
| Participant deferral / active EE | $3,669 | $5,724-35.9% | $5,016-26.8% | $6,688-45.1% |
| Admin fee / account holder | $155 | $17,304-99.1% | $11,033-98.6% | $13,397-98.8% |