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 | $30,676 | $114,381-73.2% | $107,525-71.5% | $142,382-78.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 14.90% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,068 | $4,015-48.5% | $3,754-44.9% | $4,299-51.9% |
| Participant deferral / active EE | $2,885 | $5,564-48.2% | $5,116-43.6% | $6,507-55.7% |
| Admin fee / account holder | $110 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |