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 | $34,383 | $172,111-80.0% | $150,298-77.1% | $137,256-74.9% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 24.30% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,750 | $4,636-62.2% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $6,001 | $6,166-2.7% | $5,453+10.1% | $6,407-6.3% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |