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 | $36,310 | $107,452-66.2% | $91,541-60.3% | $142,382-74.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 19.25% | 22.06%-2.8pp | 20.50%-1.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $739 | $2,994-75.3% | $2,505-70.5% | $4,299-82.8% |
| Participant deferral / active EE | $7,117 | $4,754+49.7% | $4,008+77.6% | $6,507+9.4% |
| Admin fee / account holder | $5 | $8,834-99.9% | $6,956-99.9% | $12,624-100.0% |