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 | $12,746 | $111,754-88.6% | $103,333-87.7% | $145,922-91.3% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 13.82% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,972 | $4,212-53.2% | $3,868-49.0% | $4,660-57.7% |
| Participant deferral / active EE | $4,254 | $5,619-24.3% | $5,057-15.9% | $6,688-36.4% |
| Admin fee / account holder | $254 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |