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 | $37,963 | $74,888-49.3% | $71,209-46.7% | $142,382-73.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.61% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,908 | $2,854-33.2% | $2,721-29.9% | $4,299-55.6% |
| Participant deferral / active EE | $4,422 | $4,454-0.7% | $4,175+5.9% | $6,507-32.1% |
| Admin fee / account holder | $107 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |