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 | $35,117 | $201,272-82.6% | $184,203-80.9% | $145,922-75.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 35.78% | 29.00%+6.8pp | 28.81%+7.0pp | 561.29%-525.5pp |
| Employer contribution / active EE | $2,137 | $7,022-69.6% | $6,427-66.7% | $4,660-54.1% |
| Participant deferral / active EE | $6,498 | $9,806-33.7% | $9,131-28.8% | $6,688-2.8% |
| Admin fee / account holder | $108 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |