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 3-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 | $12,747 | $101,618-87.5% | $93,063-86.3% | $137,256-90.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 18.57% | 223.95%-205.4pp | 34.15%-15.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $741 | $2,707-72.6% | $2,476-70.1% | $4,156-82.2% |
| Participant deferral / active EE | $963 | $4,279-77.5% | $3,958-75.7% | $6,407-85.0% |
| Admin fee / account holder | $30 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |