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 | $27,672 | $124,425-77.8% | $112,040-75.3% | $137,256-79.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 17.98% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,133 | $3,411-66.8% | $2,954-61.7% | $4,156-72.7% |
| Participant deferral / active EE | $3,903 | $5,718-31.8% | $5,098-23.4% | $6,407-39.1% |
| Admin fee / account holder | $199 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |