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 | $26,907 | $149,040-81.9% | $120,225-77.6% | $137,256-80.4% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 18.25% | 605.68%-587.4pp | 439.23%-421.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,182 | $4,350-49.8% | $3,475-37.2% | $4,156-47.5% |
| Participant deferral / active EE | $2,324 | $4,655-50.1% | $3,999-41.9% | $6,407-63.7% |
| Admin fee / account holder | $229 | $6,348-96.4% | $5,696-96.0% | $12,270-98.1% |