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 7-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 | $25,052 | $124,281-79.8% | $109,143-77.0% | $167,490-85.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 15.84% | 26.04%-10.2pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,255 | $4,207-46.4% | $3,722-39.4% | $4,837-53.4% |
| Participant deferral / active EE | $3,942 | $5,255-25.0% | $4,653-15.3% | $6,341-37.8% |
| Admin fee / account holder | $179 | $7,970-97.8% | $6,752-97.3% | $12,309-98.5% |