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 9-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 | $25,585 | $148,534-82.8% | $135,903-81.2% | $139,434-81.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.99% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,314 | $5,243-74.9% | $4,856-72.9% | $4,751-72.3% |
| Participant deferral / active EE | $4,245 | $8,100-47.6% | $7,758-45.3% | $6,710-36.7% |
| Admin fee / account holder | $122 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |