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 | $15,143 | $74,888-79.8% | $71,209-78.7% | $142,382-89.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 22.85% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,958 | $2,854-31.4% | $2,721-28.0% | $4,299-54.5% |
| Participant deferral / active EE | $3,743 | $4,454-16.0% | $4,175-10.4% | $6,507-42.5% |
| Admin fee / account holder | $291 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |