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 | $39,672 | $183,519-78.4% | $155,509-74.5% | $145,922-72.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.03% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,410 | $5,313-35.8% | $4,672-27.0% | $4,660-26.8% |
| Participant deferral / active EE | $6,028 | $6,462-6.7% | $5,626+7.1% | $6,688-9.9% |
| Admin fee / account holder | $42 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |