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 6-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 | $30,593 | $111,535-72.6% | $105,223-70.9% | $137,256-77.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 26.96% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2,383 | $3,939-39.5% | $3,689-35.4% | $4,156-42.7% |
| Participant deferral / active EE | $5,927 | $5,500+7.8% | $5,072+16.9% | $6,407-7.5% |
| Admin fee / account holder | $97 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |