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 | $26,073 | $85,022-69.3% | $70,515-63.0% | $139,434-81.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 14.41% | 30.38%-16.0pp | 32.77%-18.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,579 | $3,909-59.6% | $2,973-46.9% | $4,751-66.8% |
| Participant deferral / active EE | $1,593 | $5,890-73.0% | $4,567-65.1% | $6,710-76.3% |
| Admin fee / account holder | $105 | $8,906-98.8% | $6,412-98.4% | $11,403-99.1% |