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 | $100,773-76.2% | $88,946-73.1% | $142,382-83.2% |
| Participation rate | 76.9% | 74.3%+2.6pp | 68.8%+8.1pp | 80.1%-3.2pp |
| Annual return | 18.00% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,331 | $2,918-54.4% | $2,555-47.9% | $4,299-69.0% |
| Participant deferral / active EE | $5,454 | $5,230+4.3% | $4,581+19.1% | $6,507-16.2% |
| Admin fee / account holder | $64 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |