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 6-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 | $19,812 | $172,111-88.5% | $150,298-86.8% | $137,256-85.6% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 19.48% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,113 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,675 | $6,166-56.6% | $5,453-50.9% | $6,407-58.2% |
| Admin fee / account holder | $266 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |