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 | $9,107 | $76,407-88.1% | $150,298-93.9% | $82,448-89.0% |
| Participation rate | 87.2% | 66.4%+20.8pp | 77.8%+9.4pp | 68.1%+19.1pp |
| Annual return | 27.73% | 39.99%-12.3pp | 62.79%-35.1pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,420 | $2,614-45.7% | $4,154-65.8% | $2,551-44.3% |
| Participant deferral / active EE | $1,976 | $3,214-38.5% | $5,453-63.8% | $4,139-52.3% |
| Admin fee / account holder | $263 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |