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 8-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 | $17,214 | $107,334-84.0% | $92,893-81.5% | $152,861-88.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 27.70% | 145.58%-117.9pp | 109.41%-81.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,405 | $4,221-43.0% | $3,653-34.2% | $4,762-49.5% |
| Participant deferral / active EE | $3,444 | $4,845-28.9% | $4,236-18.7% | $5,850-41.1% |
| Admin fee / account holder | $81 | $7,079-98.9% | $5,794-98.6% | $11,596-99.3% |