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 | $29,180 | $183,519-84.1% | $155,509-81.2% | $145,922-80.0% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 15.56% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,862 | $5,313-46.1% | $4,672-38.7% | $4,660-38.6% |
| Participant deferral / active EE | $4,175 | $6,462-35.4% | $5,626-25.8% | $6,688-37.6% |
| Admin fee / account holder | $191 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |