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 | $19,582 | $114,381-82.9% | $107,525-81.8% | $142,382-86.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 30.63% | 242.71%-212.1pp | 181.32%-150.7pp | 217.08%-186.4pp |
| Employer contribution / active EE | $1,591 | $4,015-60.4% | $3,754-57.6% | $4,299-63.0% |
| Participant deferral / active EE | $7,867 | $5,564+41.4% | $5,116+53.8% | $6,507+20.9% |
| Admin fee / account holder | $220 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |