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 6-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 | $23,619 | $165,335-85.7% | $149,696-84.2% | $158,922-85.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 39.66% | 348.15%-308.5pp | 276.60%-236.9pp | 302.83%-263.2pp |
| Employer contribution / active EE | $2,921 | $5,103-42.7% | $4,644-37.1% | $4,761-38.6% |
| Participant deferral / active EE | $4,532 | $7,181-36.9% | $6,842-33.8% | $5,982-24.2% |
| Admin fee / account holder | $69 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |