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 6-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 | $27,546 | $74,888-63.2% | $71,209-61.3% | $142,382-80.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.35% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,062 | $2,854-62.8% | $2,721-61.0% | $4,299-75.3% |
| Participant deferral / active EE | $4,126 | $4,454-7.4% | $4,175-1.2% | $6,507-36.6% |
| Admin fee / account holder | $234 | $5,568-95.8% | $5,349-95.6% | $12,624-98.1% |