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 | $24,362 | $127,264-80.9% | $109,895-77.8% | $167,490-85.5% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.2%-2.0pp | 82.1%-9.9pp |
| Annual return | 10.73% | 22.97%-12.2pp | 29.45%-18.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,418 | $3,322-57.3% | $2,842-50.1% | $4,837-70.7% |
| Participant deferral / active EE | $3,578 | $4,514-20.7% | $4,048-11.6% | $6,341-43.6% |
| Admin fee / account holder | $265 | $7,114-96.3% | $6,066-95.6% | $12,309-97.9% |