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 | $33,262 | $114,381-70.9% | $107,525-69.1% | $142,382-76.6% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 24.30% | 242.71%-218.4pp | 181.32%-157.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,315 | $4,015-17.4% | $3,754-11.7% | $4,299-22.9% |
| Participant deferral / active EE | $5,045 | $5,564-9.3% | $5,116-1.4% | $6,507-22.5% |
| Admin fee / account holder | $103 | $9,860-99.0% | $8,919-98.8% | $12,624-99.2% |