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 3-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 | $34,646 | $111,814-69.0% | $103,374-66.5% | $145,959-76.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.59% | 24.77%-10.2pp | 24.89%-10.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,973 | $4,214-53.2% | $3,869-49.0% | $4,661-57.7% |
| Participant deferral / active EE | $8,228 | $5,618+46.4% | $5,058+62.7% | $6,689+23.0% |
| Admin fee / account holder | $141 | $9,754-98.6% | $8,394-98.3% | $13,398-99.0% |