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 | $30,343 | $172,111-82.4% | $150,298-79.8% | $137,256-77.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $942 | $4,636-79.7% | $4,154-77.3% | $4,156-77.3% |
| Participant deferral / active EE | $1,764 | $6,166-71.4% | $5,453-67.6% | $6,407-72.5% |
| Admin fee / account holder | $122 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |