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 | $13,111 | $172,111-92.4% | $150,298-91.3% | $137,256-90.4% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 24.41% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $937 | $4,636-79.8% | $4,154-77.4% | $4,156-77.4% |
| Participant deferral / active EE | $2,766 | $6,166-55.1% | $5,453-49.3% | $6,407-56.8% |
| Admin fee / account holder | $244 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |