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 3-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 | $11,695 | $111,754-89.5% | $103,333-88.7% | $145,922-92.0% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 26.04% | 24.77%+1.3pp | 24.88%+1.2pp | 561.29%-535.3pp |
| Employer contribution / active EE | $3,177 | $4,212-24.6% | $3,868-17.9% | $4,660-31.8% |
| Participant deferral / active EE | $4,276 | $5,619-23.9% | $5,057-15.5% | $6,688-36.1% |
| Admin fee / account holder | $251 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |