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 3-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 | $22,592 | $111,535-79.7% | $105,223-78.5% | $137,256-83.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 26.95% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,863 | $3,939-52.7% | $3,689-49.5% | $4,156-55.2% |
| Participant deferral / active EE | $4,411 | $5,500-19.8% | $5,072-13.0% | $6,407-31.1% |
| Admin fee / account holder | $11 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |