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 10-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 | $19,779 | $35,183-43.8% | $73,545-73.1% | $70,131-71.8% |
| Participation rate | 76.0% | 42.9%+33.1pp | 54.9%+21.1pp | 69.5%+6.5pp |
| Annual return | 14.06% | 26.90%-12.8pp | -15.16%+29.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $968 | $1,220-20.7% | $1,806-46.4% | $3,332-70.9% |
| Admin fee / account holder | $212 | $2,302-90.8% | $2,320-90.9% | $4,645-95.4% |