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 | $30,944 | $177,572-82.6% | $154,803-80.0% | $142,382-78.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,462 | $4,810-69.6% | $4,305-66.1% | $4,299-66.0% |
| Participant deferral / active EE | $3,536 | $6,272-43.6% | $5,540-36.2% | $6,507-45.7% |
| Admin fee / account holder | $96 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |