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 6-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 | $33,541 | $175,202-80.9% | $149,673-77.6% | $139,434-75.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.65% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,847 | $5,474-66.3% | $4,818-61.7% | $4,751-61.1% |
| Participant deferral / active EE | $6,356 | $6,519-2.5% | $5,680+11.9% | $6,710-5.3% |
| Admin fee / account holder | $292 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |