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 | $15,647 | $172,111-90.9% | $150,298-89.6% | $137,256-88.6% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 24.37% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,550 | $4,636-66.6% | $4,154-62.7% | $4,156-62.7% |
| Participant deferral / active EE | $2,260 | $6,166-63.3% | $5,453-58.5% | $6,407-64.7% |
| Admin fee / account holder | $101 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |