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 | $24,338 | $118,450-79.5% | $98,439-75.3% | $139,434-82.5% |
| Participation rate | 81.0% | 77.4%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 21.88% | 18.94%+2.9pp | 21.16%+0.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,323 | $3,609-63.3% | $3,048-56.6% | $4,751-72.1% |
| Participant deferral / active EE | $2,837 | $5,392-47.4% | $4,738-40.1% | $6,710-57.7% |
| Admin fee / account holder | $16 | $14,026-99.9% | $8,948-99.8% | $11,403-99.9% |