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 | $22,711 | $84,527-73.1% | $67,711-66.5% | $125,391-81.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 8.15% | 2.57%+5.6pp | 25.41%-17.3pp | 282.22%-274.1pp |
| Employer contribution / active EE | $2,264 | $3,292-31.2% | $2,559-11.5% | $4,866-53.5% |
| Participant deferral / active EE | $2,751 | $4,429-37.9% | $3,585-23.3% | $5,352-48.6% |
| Admin fee / account holder | $4 | $5,340-99.9% | $4,255-99.9% | $9,540-100.0% |