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 | $31,625 | $179,726-82.4% | $156,263-79.8% | $142,382-77.8% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 16.64% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,715 | $5,069-66.2% | $4,333-60.4% | $4,299-60.1% |
| Participant deferral / active EE | $2,681 | $6,956-61.5% | $6,158-56.5% | $6,507-58.8% |
| Admin fee / account holder | $221 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |