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 10-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 | $22,142 | $114,381-80.6% | $107,525-79.4% | $142,382-84.4% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 16.00% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,306 | $4,015-17.7% | $3,754-11.9% | $4,299-23.1% |
| Participant deferral / active EE | $5,311 | $5,564-4.5% | $5,116+3.8% | $6,507-18.4% |
| Admin fee / account holder | $293 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |