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 | $32,507 | $106,584-69.5% | $101,326-67.9% | $142,382-77.2% |
| Participation rate | 76.2% | 82.7%-6.5pp | 81.5%-5.3pp | 80.1%-3.9pp |
| Annual return | 23.05% | 36.93%-13.9pp | 36.82%-13.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,656 | $3,956-7.6% | $3,665-0.2% | $4,299-14.9% |
| Participant deferral / active EE | $6,107 | $8,297-26.4% | $7,994-23.6% | $6,507-6.2% |
| Admin fee / account holder | $186 | $11,446-98.4% | $11,185-98.3% | $12,624-98.5% |