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 3-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 | $11,852 | $114,381-89.6% | $107,525-89.0% | $142,382-91.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 34.31% | 242.71%-208.4pp | 181.32%-147.0pp | 217.08%-182.8pp |
| Employer contribution / active EE | $1,479 | $4,015-63.2% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $4,040 | $5,564-27.4% | $5,116-21.0% | $6,507-37.9% |
| Admin fee / account holder | $210 | $9,860-97.9% | $8,919-97.6% | $12,624-98.3% |