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 | $33,926 | $111,535-69.6% | $105,223-67.8% | $137,256-75.3% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 28.63% | 237.85%-209.2pp | 180.65%-152.0pp | 220.34%-191.7pp |
| Employer contribution / active EE | $2,911 | $3,939-26.1% | $3,689-21.1% | $4,156-30.0% |
| Participant deferral / active EE | $4,900 | $5,500-10.9% | $5,072-3.4% | $6,407-23.5% |
| Admin fee / account holder | $121 | $9,721-98.8% | $8,859-98.6% | $12,270-99.0% |