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 | $28,370 | $55,706-49.1% | $75,886-62.6% | $72,985-61.1% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.3%+1.3pp | 69.5%+1.1pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,428 | $1,687-15.3% | $2,500-42.9% | $2,440-41.5% |
| Participant deferral / active EE | $3,230 | $2,634+22.7% | $3,603-10.3% | $3,607-10.4% |
| Admin fee / account holder | $263 | $3,978-93.4% | $5,418-95.1% | $5,124-94.9% |