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 | $27,489 | $63,764-56.9% | $81,930-66.4% | $79,858-65.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 21.38% | 22.66%-1.3pp | 29.49%-8.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $4,100 | $1,795+128.4% | $4,310-4.9% | $2,471+65.9% |
| Participant deferral / active EE | $4,634 | $2,780+66.7% | $7,107-34.8% | $3,740+23.9% |
| Admin fee / account holder | $209 | $4,426-95.3% | $5,158-96.0% | $5,306-96.1% |