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 5-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 | $42,390 | $148,534-71.5% | $135,903-68.8% | $139,434-69.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.47% | 79.19%-52.7pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $3,038 | $5,243-42.0% | $4,856-37.4% | $4,751-36.0% |
| Participant deferral / active EE | $12,962 | $8,100+60.0% | $7,758+67.1% | $6,710+93.2% |
| Admin fee / account holder | $285 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |