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 | $33,558 | $159,934-79.0% | $147,005-77.2% | $145,959-77.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.05% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,542 | $5,287-51.9% | $4,934-48.5% | $4,661-45.5% |
| Participant deferral / active EE | $4,709 | $8,427-44.1% | $8,070-41.6% | $6,689-29.6% |
| Admin fee / account holder | $269 | $15,053-98.2% | $13,006-97.9% | $13,398-98.0% |