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 | $34,739 | $165,984-79.1% | $164,813-78.9% | $145,922-76.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.53% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,104 | $5,273-41.1% | $4,341-28.5% | $4,660-33.4% |
| Participant deferral / active EE | $6,191 | $6,959-11.0% | $6,031+2.6% | $6,688-7.4% |
| Admin fee / account holder | $223 | $16,648-98.7% | $12,690-98.2% | $13,397-98.3% |