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 | $21,768 | $96,635-77.5% | $86,612-74.9% | $139,434-84.4% |
| Participation rate | 78.3% | 74.4%+3.9pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 21.94% | 106.41%-84.5pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,097 | $3,263-35.7% | $3,022-30.6% | $4,751-55.9% |
| Participant deferral / active EE | $3,831 | $4,836-20.8% | $4,438-13.7% | $6,710-42.9% |
| Admin fee / account holder | $117 | $6,408-98.2% | $5,614-97.9% | $11,403-99.0% |