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 | $17,304 | $148,534-88.4% | $135,903-87.3% | $139,434-87.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.53% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,687 | $5,243-48.7% | $4,856-44.7% | $4,751-43.4% |
| Participant deferral / active EE | $3,627 | $8,100-55.2% | $7,758-53.2% | $6,710-45.9% |
| Admin fee / account holder | $295 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |