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 | $22,891 | $172,111-86.7% | $150,298-84.8% | $137,256-83.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.81% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,541 | $4,636-66.8% | $4,154-62.9% | $4,156-62.9% |
| Participant deferral / active EE | $4,435 | $6,166-28.1% | $5,453-18.7% | $6,407-30.8% |
| Admin fee / account holder | $165 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |