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 | $26,750 | $148,534-82.0% | $135,903-80.3% | $139,434-80.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.25% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,258 | $5,243-37.9% | $4,856-32.9% | $4,751-31.4% |
| Participant deferral / active EE | $6,900 | $8,100-14.8% | $7,758-11.1% | $6,710+2.8% |
| Admin fee / account holder | $255 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |