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 | $52,874 | $177,572-70.2% | $154,803-65.8% | $142,382-62.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.09% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,404 | $4,810-70.8% | $4,305-67.4% | $4,299-67.3% |
| Participant deferral / active EE | $2,957 | $6,272-52.9% | $5,540-46.6% | $6,507-54.6% |
| Admin fee / account holder | $224 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |