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 8-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 | $19,776 | $177,572-88.9% | $154,803-87.2% | $142,382-86.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.72% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,513 | $4,810-68.5% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $2,417 | $6,272-61.5% | $5,540-56.4% | $6,507-62.9% |
| Admin fee / account holder | $150 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |