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 8-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 | $22,708 | $228,332-90.1% | $185,823-87.8% | $158,922-85.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.86% | 40.80%-19.9pp | 35.95%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,497 | $4,967-69.9% | $4,087-63.4% | $4,761-68.6% |
| Participant deferral / active EE | $2,740 | $6,415-57.3% | $5,632-51.4% | $5,982-54.2% |
| Admin fee / account holder | $158 | $11,864-98.7% | $9,500-98.3% | $11,246-98.6% |