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 | $24,203 | $154,117-84.3% | $129,995-81.4% | $139,434-82.6% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 19.26% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,736 | $5,289-67.2% | $4,320-59.8% | $4,751-63.5% |
| Participant deferral / active EE | $4,281 | $6,710-36.2% | $5,820-26.4% | $6,710-36.2% |
| Admin fee / account holder | $79 | $14,007-99.4% | $10,614-99.3% | $11,403-99.3% |