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 | $15,626 | $51,576-69.7% | $129,207-87.9% | $80,856-80.7% |
| Participation rate | 85.4% | 57.0%+28.4pp | 69.6%+15.8pp | 67.6%+17.8pp |
| Annual return | 154.25% | 20.81%+133.4pp | 9417.33%-9263.1pp | 35.59%+118.7pp |
| Employer contribution / active EE | $1,052 | $1,584-33.6% | $4,153-74.7% | $2,755-61.8% |
| Participant deferral / active EE | $1,732 | $2,669-35.1% | $4,168-58.4% | $4,296-59.7% |
| Admin fee / account holder | $117 | $4,305-97.3% | $7,715-98.5% | $6,918-98.3% |