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 | $27,635 | $72,012-61.6% | $185,823-85.1% | $79,858-65.4% |
| Participation rate | 72.0% | 65.8%+6.2pp | 78.0%-6.0pp | 69.6%+2.4pp |
| Annual return | 28.36% | 23.12%+5.2pp | 35.95%-7.6pp | 31.71%-3.4pp |
| Employer contribution / active EE | $1,532 | $1,965-22.0% | $4,087-62.5% | $2,471-38.0% |
| Participant deferral / active EE | $3,570 | $3,779-5.5% | $5,632-36.6% | $3,740-4.6% |
| Admin fee / account holder | $167 | $4,513-96.3% | $9,500-98.2% | $5,306-96.9% |