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 7-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 | $25,899 | $74,927-65.4% | $101,794-74.6% | $84,808-69.5% |
| Participation rate | 87.0% | 61.4%+25.6pp | 69.2%+17.8pp | 68.3%+18.6pp |
| Annual return | 19.53% | 18.70%+0.8pp | 30.53%-11.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,292 | $1,522-15.1% | $2,289-43.5% | $2,631-50.9% |
| Participant deferral / active EE | $3,034 | $3,099-2.1% | $4,084-25.7% | $4,212-28.0% |
| Admin fee / account holder | $250 | $6,514-96.2% | $8,777-97.2% | $7,344-96.6% |