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 | $27,475 | $133,922-79.5% | $116,228-76.4% | $142,382-80.7% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.6%-0.9pp | 80.1%-6.4pp |
| Annual return | 24.00% | 147.76%-123.8pp | 90.06%-66.1pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,118 | $3,446-38.5% | $2,994-29.3% | $4,299-50.7% |
| Participant deferral / active EE | $4,802 | $5,672-15.3% | $4,953-3.0% | $6,507-26.2% |
| Admin fee / account holder | $87 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |