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 | $25,602 | $227,553-88.7% | $189,557-86.5% | $167,490-84.7% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 19.94% | 78.40%-58.5pp | 64.17%-44.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,676 | $5,316-49.7% | $4,412-39.4% | $4,837-44.7% |
| Participant deferral / active EE | $7,704 | $7,002+10.0% | $6,174+24.8% | $6,341+21.5% |
| Admin fee / account holder | $83 | $11,878-99.3% | $9,807-99.1% | $12,309-99.3% |