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 | $43,945 | $165,984-73.5% | $164,813-73.3% | $145,922-69.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.04% | 100.03%-82.0pp | 69.93%-51.9pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,656 | $5,273-49.6% | $4,341-38.8% | $4,660-43.0% |
| Participant deferral / active EE | $9,588 | $6,959+37.8% | $6,031+59.0% | $6,688+43.4% |
| Admin fee / account holder | $104 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |