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 | $19,953 | $73,787-73.0% | $98,716-79.8% | $82,448-75.8% |
| Participation rate | 73.8% | 61.4%+12.4pp | 69.3%+4.5pp | 68.1%+5.7pp |
| Annual return | 24.19% | 18.57%+5.6pp | 31.81%-7.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $777 | $1,511-48.6% | $2,279-65.9% | $2,551-69.6% |
| Participant deferral / active EE | $1,551 | $3,081-49.7% | $4,048-61.7% | $4,139-62.5% |
| Admin fee / account holder | $139 | $6,500-97.9% | $8,703-98.4% | $7,234-98.1% |