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 | $17,527 | $114,381-84.7% | $107,525-83.7% | $142,382-87.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 18.03% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,189 | $4,015-45.5% | $3,754-41.7% | $4,299-49.1% |
| Participant deferral / active EE | $5,114 | $5,564-8.1% | $5,1160% | $6,507-21.4% |
| Admin fee / account holder | $239 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |