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 6-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 | $27,546 | $72,071-61.8% | $68,368-59.7% | $137,256-79.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 21.35% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,062 | $2,788-61.9% | $2,649-59.9% | $4,156-74.4% |
| Participant deferral / active EE | $4,126 | $4,410-6.4% | $4,123+0.1% | $6,407-35.6% |
| Admin fee / account holder | $234 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |