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 | $25,765 | $98,750-73.9% | $149,696-82.8% | $79,858-67.7% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 20.34% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $978 | $3,216-69.6% | $4,644-78.9% | $2,471-60.4% |
| Participant deferral / active EE | $2,776 | $5,680-51.1% | $6,842-59.4% | $3,740-25.8% |
| Admin fee / account holder | $75 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |