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 | $16,283 | $106,584-84.7% | $101,326-83.9% | $142,382-88.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 15.09% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,113 | $3,956-71.9% | $3,665-69.6% | $4,299-74.1% |
| Participant deferral / active EE | $3,485 | $8,297-58.0% | $7,994-56.4% | $6,507-46.4% |
| Admin fee / account holder | $116 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |