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 4-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 | $9,917 | $57,590-82.8% | $86,233-88.5% | $82,448-88.0% |
| Participation rate | 92.7% | 57.9%+34.9pp | 69.0%+23.7pp | 68.1%+24.7pp |
| Annual return | 27.46% | 22.41%+5.0pp | 61.39%-33.9pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,984 | $3,080-3.1% | $4,559-34.6% | $4,139-27.9% |
| Admin fee / account holder | $192 | $4,730-95.9% | $8,342-97.7% | $7,234-97.3% |