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 6-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 | $27,719 | $114,381-75.8% | $107,525-74.2% | $142,382-80.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.94% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,817 | $4,015-54.7% | $3,754-51.6% | $4,299-57.7% |
| Participant deferral / active EE | $3,343 | $5,564-39.9% | $5,116-34.7% | $6,507-48.6% |
| Admin fee / account holder | $183 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |