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 | $19,073 | $127,264-85.0% | $109,895-82.6% | $167,490-88.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 17.14% | 22.97%-5.8pp | 29.45%-12.3pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,541 | $3,322-23.5% | $2,842-10.6% | $4,837-47.5% |
| Participant deferral / active EE | $2,648 | $4,514-41.3% | $4,048-34.6% | $6,341-58.2% |
| Admin fee / account holder | $75 | $7,114-99.0% | $6,066-98.8% | $12,309-99.4% |