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 | $172,111-81.3% | $150,298-78.6% | $137,256-76.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.59% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,855 | $4,636-60.0% | $4,154-55.4% | $4,156-55.4% |
| Participant deferral / active EE | $2,991 | $6,166-51.5% | $5,453-45.2% | $6,407-53.3% |
| Admin fee / account holder | $119 | $16,471-99.3% | $14,116-99.2% | $12,270-99.0% |