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 9-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 | $56,444 | $176,812-68.1% | $146,665-61.5% | $167,490-66.3% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 10.32% | 24.03%-13.7pp | 22.74%-12.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,261 | $5,160-75.6% | $4,136-69.5% | $4,837-73.9% |
| Participant deferral / active EE | $6,450 | $6,440+0.2% | $5,506+17.2% | $6,341+1.7% |
| Admin fee / account holder | $25 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |