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 | $30,895 | $148,534-79.2% | $135,903-77.3% | $139,434-77.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 39.64% | 79.19%-39.5pp | 68.23%-28.6pp | 372.94%-333.3pp |
| Employer contribution / active EE | $2,844 | $5,243-45.8% | $4,856-41.4% | $4,751-40.1% |
| Participant deferral / active EE | $6,983 | $8,100-13.8% | $7,758-10.0% | $6,710+4.1% |
| Admin fee / account holder | $99 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |