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 | $46,307 | $183,519-74.8% | $155,509-70.2% | $145,922-68.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.56% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,040 | $5,313-42.8% | $4,672-34.9% | $4,660-34.8% |
| Participant deferral / active EE | $5,410 | $6,462-16.3% | $5,626-3.8% | $6,688-19.1% |
| Admin fee / account holder | $214 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |