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 | $25,420 | $114,381-77.8% | $107,525-76.4% | $142,382-82.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.93% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,354 | $4,015-66.3% | $3,754-63.9% | $4,299-68.5% |
| Participant deferral / active EE | $3,182 | $5,564-42.8% | $5,116-37.8% | $6,507-51.1% |
| Admin fee / account holder | $221 | $9,860-97.8% | $8,919-97.5% | $12,624-98.2% |