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 3-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 | $31,482 | $159,934-80.3% | $147,005-78.6% | $145,959-78.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.21% | 98.24%-88.0pp | 418.76%-408.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $8,286 | $5,287+56.7% | $4,934+67.9% | $4,661+77.8% |
| Participant deferral / active EE | $4,732 | $8,427-43.8% | $8,070-41.4% | $6,689-29.2% |
| Admin fee / account holder | $112 | $15,053-99.3% | $13,006-99.1% | $13,398-99.2% |