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 9-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 | $29,918 | $106,584-71.9% | $101,326-70.5% | $142,382-79.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 19.21% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,235 | $3,956-68.8% | $3,665-66.3% | $4,299-71.3% |
| Participant deferral / active EE | $3,356 | $8,297-59.5% | $7,994-58.0% | $6,507-48.4% |
| Admin fee / account holder | $22 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |