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 | $30,408 | $148,534-79.5% | $135,903-77.6% | $139,434-78.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.82% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,286 | $5,243-75.5% | $4,856-73.5% | $4,751-72.9% |
| Participant deferral / active EE | $5,718 | $8,100-29.4% | $7,758-26.3% | $6,710-14.8% |
| Admin fee / account holder | $256 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |