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 | $25,749 | $163,101-84.2% | $136,749-81.2% | $142,382-81.9% |
| Participation rate | 94.1% | 78.2%+15.9pp | 72.1%+22.0pp | 80.1%+14.0pp |
| Annual return | 22.75% | 27.54%-4.8pp | 24.33%-1.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,449 | $4,117-40.5% | $3,400-28.0% | $4,299-43.0% |
| Participant deferral / active EE | $4,092 | $5,585-26.7% | $4,692-12.8% | $6,507-37.1% |
| Admin fee / account holder | $90 | $14,318-99.4% | $11,386-99.2% | $12,624-99.3% |