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 | $54,705-78.5% | $71,209-83.5% | $84,808-86.1% |
| Participation rate | 82.5% | 64.1%+18.4pp | 73.8%+8.7pp | 68.3%+14.2pp |
| Annual return | 103.76% | 35.90%+67.9pp | 282.51%-178.8pp | 40.90%+62.9pp |
| Employer contribution / active EE | $1,218 | $2,158-43.6% | $2,721-55.2% | $2,631-53.7% |
| Participant deferral / active EE | $2,373 | $3,030-21.7% | $4,175-43.2% | $4,212-43.7% |
| Admin fee / account holder | $126 | $4,863-97.4% | $5,349-97.7% | $7,344-98.3% |