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 | $30,263 | $112,096-73.0% | $95,952-68.5% | $158,922-81.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 19.45% | 171.09%-151.6pp | 91.61%-72.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,486 | $3,198-53.5% | $2,541-41.5% | $4,761-68.8% |
| Participant deferral / active EE | $6,923 | $4,784+44.7% | $4,167+66.1% | $5,982+15.7% |
| Admin fee / account holder | $171 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |