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 | $8,744 | $74,888-88.3% | $71,209-87.7% | $142,382-93.9% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 25.93% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,868 | $2,854-34.5% | $2,721-31.3% | $4,299-56.5% |
| Participant deferral / active EE | $2,089 | $4,454-53.1% | $4,175-50.0% | $6,507-67.9% |
| Admin fee / account holder | $105 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |