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 | $24,855 | $114,381-78.3% | $107,525-76.9% | $142,382-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,114 | $4,015-72.3% | $3,754-70.3% | $4,299-74.1% |
| Participant deferral / active EE | $1,760 | $5,564-68.4% | $5,116-65.6% | $6,507-73.0% |
| Admin fee / account holder | $96 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |