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 | $17,402 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 38.70% | 79.19%-40.5pp | 68.23%-29.5pp | 372.94%-334.2pp |
| Employer contribution / active EE | $3,208 | $5,243-38.8% | $4,856-33.9% | $4,751-32.5% |
| Participant deferral / active EE | $4,334 | $8,100-46.5% | $7,758-44.1% | $6,710-35.4% |
| Admin fee / account holder | $46 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |