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 | $8,787 | $80,717-89.1% | $154,803-94.3% | $84,808-89.6% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 23.24% | 37.96%-14.7pp | 58.88%-35.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,352 | $2,761-51.1% | $4,305-68.6% | $2,631-48.6% |
| Participant deferral / active EE | $3,333 | $3,303+0.9% | $5,540-39.8% | $4,212-20.9% |
| Admin fee / account holder | $251 | $6,746-96.3% | $14,329-98.3% | $7,344-96.6% |