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 | $29,577 | $217,402-86.4% | $185,823-84.1% | $167,490-82.3% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 17.45% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,553 | $5,873-56.5% | $5,167-50.6% | $4,837-47.2% |
| Participant deferral / active EE | $3,880 | $6,356-39.0% | $5,568-30.3% | $6,341-38.8% |
| Admin fee / account holder | $61 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |