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 | $22,760 | $93,571-75.7% | $135,903-83.3% | $75,163-69.7% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 41.31% | 30.90%+10.4pp | 68.23%-26.9pp | 160.62%-119.3pp |
| Employer contribution / active EE | $1,801 | $3,537-49.1% | $4,856-62.9% | $2,670-32.5% |
| Participant deferral / active EE | $4,550 | $6,404-29.0% | $7,758-41.4% | $4,125+10.3% |
| Admin fee / account holder | $235 | $6,975-96.6% | $10,762-97.8% | $5,651-95.8% |