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 | $39,230 | $165,984-76.4% | $164,813-76.2% | $145,922-73.1% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.3pp | 80.3%-3.0pp |
| Annual return | 28.01% | 100.03%-72.0pp | 69.93%-41.9pp | 561.29%-533.3pp |
| Employer contribution / active EE | $3,837 | $5,273-27.2% | $4,341-11.6% | $4,660-17.7% |
| Participant deferral / active EE | $6,001 | $6,959-13.8% | $6,031-0.5% | $6,688-10.3% |
| Admin fee / account holder | $189 | $16,648-98.9% | $12,690-98.5% | $13,397-98.6% |