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 | $23,438 | $148,534-84.2% | $135,903-82.8% | $139,434-83.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 18.96% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,181 | $5,243-58.4% | $4,856-55.1% | $4,751-54.1% |
| Participant deferral / active EE | $4,911 | $8,100-39.4% | $7,758-36.7% | $6,710-26.8% |
| Admin fee / account holder | $284 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |