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 | $16,526 | $77,899-78.8% | $149,673-89.0% | $75,163-78.0% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 22.15% | 31.72%-9.6pp | 134.42%-112.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,060 | $3,137-66.2% | $4,818-78.0% | $2,670-60.3% |
| Participant deferral / active EE | $3,202 | $3,411-6.1% | $5,680-43.6% | $4,125-22.4% |
| Admin fee / account holder | $264 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |