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 | $114,381-80.2% | $107,525-79.0% | $142,382-84.1% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 26.95% | 242.71%-215.8pp | 181.32%-154.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,863 | $4,015-53.6% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,411 | $5,564-20.7% | $5,116-13.8% | $6,507-32.2% |
| Admin fee / account holder | $11 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |