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 | $114,381-73.3% | $107,525-71.5% | $142,382-78.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 26.96% | 242.71%-215.7pp | 181.32%-154.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,383 | $4,015-40.6% | $3,754-36.5% | $4,299-44.6% |
| Participant deferral / active EE | $5,927 | $5,564+6.5% | $5,116+15.9% | $6,507-8.9% |
| Admin fee / account holder | $97 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |