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 4-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 | $17,773 | $117,983-84.9% | $101,794-82.5% | $142,382-87.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 24.50% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,710 | $2,773-38.3% | $2,289-25.3% | $4,299-60.2% |
| Participant deferral / active EE | $3,463 | $4,714-26.5% | $4,084-15.2% | $6,507-46.8% |
| Admin fee / account holder | $84 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |