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 | $72,071-53.6% | $68,368-51.1% | $137,256-75.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 19.94% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,632 | $2,788-41.5% | $2,649-38.4% | $4,156-60.7% |
| Participant deferral / active EE | $2,686 | $4,410-39.1% | $4,123-34.8% | $6,407-58.1% |
| Admin fee / account holder | $249 | $5,336-95.3% | $5,150-95.2% | $12,270-98.0% |