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 | $18,438 | $49,227-62.5% | $70,449-73.8% | $79,858-76.9% |
| Participation rate | 84.2% | 69.2%+15.0pp | 75.1%+9.2pp | 69.6%+14.6pp |
| Annual return | 34.86% | 30.06%+4.8pp | 109.03%-74.2pp | 31.71%+3.1pp |
| Employer contribution / active EE | $2,134 | $2,099+1.7% | $2,737-22.0% | $2,471-13.6% |
| Participant deferral / active EE | $5,281 | $2,768+90.8% | $3,709+42.4% | $3,740+41.2% |
| Admin fee / account holder | $4 | $2,878-99.9% | $3,845-99.9% | $5,306-99.9% |