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 | $178,174-82.3% | $156,181-79.8% | $137,256-77.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 16.64% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,715 | $4,972-65.5% | $4,294-60.1% | $4,156-58.7% |
| Participant deferral / active EE | $2,681 | $6,888-61.1% | $6,132-56.3% | $6,407-58.2% |
| Admin fee / account holder | $221 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |