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 | $23,939 | $97,125-75.4% | $86,233-72.2% | $137,256-82.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 18.00% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,331 | $2,841-53.1% | $2,504-46.8% | $4,156-68.0% |
| Participant deferral / active EE | $5,454 | $5,180+5.3% | $4,559+19.6% | $6,407-14.9% |
| Admin fee / account holder | $64 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |