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 | $11,171 | $114,381-90.2% | $107,525-89.6% | $142,382-92.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 20.39% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,216 | $4,015-69.7% | $3,754-67.6% | $4,299-71.7% |
| Participant deferral / active EE | $1,735 | $5,564-68.8% | $5,116-66.1% | $6,507-73.3% |
| Admin fee / account holder | $198 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |