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 | $27,860 | $183,519-84.8% | $155,509-82.1% | $145,922-80.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.86% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,684 | $5,313-49.5% | $4,672-42.6% | $4,660-42.4% |
| Participant deferral / active EE | $5,212 | $6,462-19.3% | $5,626-7.4% | $6,688-22.1% |
| Admin fee / account holder | $292 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |