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 | $73,787-64.9% | $98,716-73.8% | $82,448-68.6% |
| Participation rate | 87.0% | 61.4%+25.5pp | 69.3%+17.7pp | 68.1%+18.9pp |
| Annual return | 19.53% | 18.57%+1.0pp | 31.81%-12.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,292 | $1,511-14.5% | $2,279-43.3% | $2,551-49.3% |
| Participant deferral / active EE | $3,034 | $3,081-1.6% | $4,048-25.1% | $4,139-26.7% |
| Admin fee / account holder | $250 | $6,500-96.2% | $8,703-97.1% | $7,234-96.5% |