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 | $38,889 | $127,065-69.4% | $113,168-65.6% | $142,382-72.7% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 17.56% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,747 | $3,442-49.2% | $2,975-41.3% | $4,299-59.4% |
| Participant deferral / active EE | $5,018 | $5,716-12.2% | $5,107-1.7% | $6,507-22.9% |
| Admin fee / account holder | $259 | $15,736-98.4% | $12,068-97.9% | $12,624-97.9% |