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 | $30,601 | $109,904-72.2% | $97,167-68.5% | $145,959-79.0% |
| Participation rate | 72.7% | 75.9%-3.2pp | 72.7%0pp | 80.3%-7.6pp |
| Annual return | 19.06% | 243.43%-224.4pp | 75.27%-56.2pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,247 | $3,084-27.2% | $2,729-17.7% | $4,661-51.8% |
| Participant deferral / active EE | $5,838 | $4,676+24.9% | $4,264+36.9% | $6,689-12.7% |
| Admin fee / account holder | $295 | $6,216-95.3% | $5,650-94.8% | $13,398-97.8% |