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 | $25,544 | $109,327-76.6% | $89,391-71.4% | $158,922-83.9% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 22.80% | 345.68%-322.9pp | 245.62%-222.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,376 | $3,170-56.6% | $2,586-46.8% | $4,761-71.1% |
| Participant deferral / active EE | $2,555 | $4,598-44.4% | $3,890-34.3% | $5,982-57.3% |
| Admin fee / account holder | $136 | $6,153-97.8% | $4,881-97.2% | $11,246-98.8% |