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 | $29,986 | $217,402-86.2% | $185,823-83.9% | $167,490-82.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.49% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,779 | $5,873-69.7% | $5,167-65.6% | $4,837-63.2% |
| Participant deferral / active EE | $3,738 | $6,356-41.2% | $5,568-32.9% | $6,341-41.1% |
| Admin fee / account holder | $125 | $19,811-99.4% | $16,237-99.2% | $12,309-99.0% |