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 6-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 | $43,607 | $114,381-61.9% | $107,525-59.4% | $142,382-69.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.13% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $956 | $4,015-76.2% | $3,754-74.5% | $4,299-77.8% |
| Participant deferral / active EE | $4,329 | $5,564-22.2% | $5,116-15.4% | $6,507-33.5% |
| Admin fee / account holder | $159 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |