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 | $11,764 | $51,638-77.2% | $68,368-82.8% | $82,448-85.7% |
| Participation rate | 82.5% | 63.6%+18.9pp | 73.8%+8.7pp | 68.1%+14.4pp |
| Annual return | 103.76% | 37.53%+66.2pp | 292.57%-188.8pp | 41.64%+62.1pp |
| Employer contribution / active EE | $1,218 | $2,047-40.5% | $2,649-54.0% | $2,551-52.3% |
| Participant deferral / active EE | $2,373 | $2,914-18.6% | $4,123-42.4% | $4,139-42.7% |
| Admin fee / account holder | $126 | $4,643-97.3% | $5,150-97.6% | $7,234-98.3% |