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 3-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 | $12,535 | $111,535-88.8% | $105,223-88.1% | $137,256-90.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 24.07% | 237.85%-213.8pp | 180.65%-156.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,801 | $5,500-30.9% | $5,072-25.1% | $6,407-40.7% |
| Admin fee / account holder | $146 | $9,721-98.5% | $8,859-98.4% | $12,270-98.8% |