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 | $72,071-79.0% | $68,368-77.9% | $137,256-89.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 22.85% | 353.14%-330.3pp | 292.57%-269.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,958 | $2,788-29.8% | $2,649-26.1% | $4,156-52.9% |
| Participant deferral / active EE | $3,743 | $4,410-15.1% | $4,123-9.2% | $6,407-41.6% |
| Admin fee / account holder | $291 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |