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 4-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 | $18,833 | $112,729-83.3% | $98,716-80.9% | $137,256-86.3% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 18.80% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,007 | $2,725-26.4% | $2,279-11.9% | $4,156-51.7% |
| Participant deferral / active EE | $2,572 | $4,640-44.6% | $4,048-36.5% | $6,407-59.9% |
| Admin fee / account holder | $292 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |