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 5-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 | $39,934 | $154,228-74.1% | $145,433-72.5% | $137,256-70.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 35.58% | 74.59%-39.0pp | 66.58%-31.0pp | 220.34%-184.8pp |
| Employer contribution / active EE | $3,596 | $4,804-25.1% | $4,554-21.0% | $4,156-13.5% |
| Participant deferral / active EE | $7,005 | $8,216-14.7% | $7,897-11.3% | $6,407+9.3% |
| Admin fee / account holder | $279 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |