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 4-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 | $59,860 | $176,056-66.0% | $159,436-62.5% | $167,490-64.3% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 17.77% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,398 | $5,297-54.7% | $4,829-50.4% | $4,837-50.4% |
| Participant deferral / active EE | $6,854 | $7,750-11.6% | $7,352-6.8% | $6,341+8.1% |
| Admin fee / account holder | $213 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |