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 | $100,970-70.4% | $96,576-69.0% | $137,256-78.2% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 19.21% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,235 | $3,809-67.6% | $3,553-65.2% | $4,156-70.3% |
| Participant deferral / active EE | $3,356 | $8,286-59.5% | $7,956-57.8% | $6,407-47.6% |
| Admin fee / account holder | $22 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |