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 | $33,413 | $74,888-55.4% | $71,209-53.1% | $142,382-76.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 19.94% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,632 | $2,854-42.8% | $2,721-40.0% | $4,299-62.0% |
| Participant deferral / active EE | $2,686 | $4,454-39.7% | $4,175-35.7% | $6,507-58.7% |
| Admin fee / account holder | $249 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |