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 | $18,490 | $111,754-83.5% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 29.14% | 24.77%+4.4pp | 24.88%+4.3pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,332 | $4,212-44.6% | $3,868-39.7% | $4,660-50.0% |
| Participant deferral / active EE | $5,341 | $5,619-4.9% | $5,057+5.6% | $6,688-20.1% |
| Admin fee / account holder | $74 | $9,750-99.2% | $8,355-99.1% | $13,397-99.5% |