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 | $32,157 | $177,572-81.9% | $154,803-79.2% | $142,382-77.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.59% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,855 | $4,810-61.4% | $4,305-56.9% | $4,299-56.9% |
| Participant deferral / active EE | $2,991 | $6,272-52.3% | $5,540-46.0% | $6,507-54.0% |
| Admin fee / account holder | $119 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |