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 | $26,885 | $72,012-62.7% | $185,823-85.5% | $79,858-66.3% |
| Participation rate | 94.4% | 65.8%+28.6pp | 78.0%+16.3pp | 69.6%+24.7pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $369 | $1,965-81.2% | $4,087-91.0% | $2,471-85.1% |
| Participant deferral / active EE | $1,451 | $3,779-61.6% | $5,632-74.2% | $3,740-61.2% |
| Admin fee / account holder | $81 | $4,513-98.2% | $9,500-99.1% | $5,306-98.5% |