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 9-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 | $31,797 | $227,553-86.0% | $189,557-83.2% | $167,490-81.0% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.4%+8.2pp | 82.1%+4.6pp |
| Annual return | 20.58% | 78.40%-57.8pp | 64.17%-43.6pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,609 | $5,316-69.7% | $4,412-63.5% | $4,837-66.7% |
| Participant deferral / active EE | $5,640 | $7,002-19.5% | $6,174-8.7% | $6,341-11.1% |
| Admin fee / account holder | $184 | $11,878-98.5% | $9,807-98.1% | $12,309-98.5% |