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 | $28,052 | $89,355-68.6% | $141,162-80.1% | $72,985-61.6% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-9.0pp | 69.5%+4.0pp |
| Annual return | 28.22% | 111.85%-83.6pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,793 | $3,114-42.4% | $4,735-62.1% | $2,440-26.5% |
| Participant deferral / active EE | $4,685 | $5,418-13.5% | $6,709-30.2% | $3,607+29.9% |
| Admin fee / account holder | $244 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |