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 | $24,822 | $106,515-76.7% | $96,683-74.3% | $139,434-82.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 22.91% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,663 | $4,103-35.1% | $3,737-28.7% | $4,751-43.9% |
| Participant deferral / active EE | $5,384 | $5,454-1.3% | $4,878+10.4% | $6,710-19.8% |
| Admin fee / account holder | $262 | $7,877-96.7% | $6,730-96.1% | $11,403-97.7% |