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 | $31,184 | $183,519-83.0% | $155,509-79.9% | $145,922-78.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.84% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,674 | $5,313+25.6% | $4,672+42.8% | $4,660+43.2% |
| Participant deferral / active EE | $5,551 | $6,462-14.1% | $5,626-1.3% | $6,688-17.0% |
| Admin fee / account holder | $165 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |