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 | $17,691 | $72,071-75.5% | $68,368-74.1% | $137,256-87.1% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 17.80% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,477 | $2,788-47.0% | $2,649-44.2% | $4,156-64.5% |
| Participant deferral / active EE | $2,413 | $4,410-45.3% | $4,123-41.5% | $6,407-62.3% |
| Admin fee / account holder | $283 | $5,336-94.7% | $5,150-94.5% | $12,270-97.7% |