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 | $44,746 | $74,888-40.2% | $71,209-37.2% | $142,382-68.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.33% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,179 | $2,854-58.7% | $2,721-56.7% | $4,299-72.6% |
| Participant deferral / active EE | $2,236 | $4,454-49.8% | $4,175-46.5% | $6,507-65.6% |
| Admin fee / account holder | $168 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |