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 7-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 | $26,427 | $201,272-86.9% | $184,203-85.7% | $145,922-81.9% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 27.15% | 29.00%-1.9pp | 28.81%-1.7pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,518 | $7,022-78.4% | $6,427-76.4% | $4,660-67.4% |
| Participant deferral / active EE | $3,661 | $9,806-62.7% | $9,131-59.9% | $6,688-45.3% |
| Admin fee / account holder | $251 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |