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 | $40,888 | $133,922-69.5% | $116,228-64.8% | $142,382-71.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 14.84% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,625 | $3,446-52.8% | $2,994-45.7% | $4,299-62.2% |
| Participant deferral / active EE | $4,445 | $5,672-21.6% | $4,953-10.3% | $6,507-31.7% |
| Admin fee / account holder | $158 | $14,945-98.9% | $11,989-98.7% | $12,624-98.7% |