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 | $23,687 | $165,335-85.7% | $149,696-84.2% | $158,922-85.1% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 26.39% | 348.15%-321.8pp | 276.60%-250.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,380 | $5,103-53.4% | $4,644-48.8% | $4,761-50.0% |
| Participant deferral / active EE | $5,757 | $7,181-19.8% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $63 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |