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 | $19,521 | $53,777-63.7% | $134,143-85.4% | $79,858-75.6% |
| Participation rate | 75.5% | 58.8%+16.7pp | 72.2%+3.3pp | 69.6%+5.8pp |
| Annual return | 19.65% | 19.01%+0.6pp | 36.33%-16.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,254 | $1,321-5.1% | $3,704-66.1% | $2,471-49.2% |
| Participant deferral / active EE | $2,118 | $2,420-12.5% | $3,499-39.5% | $3,740-43.4% |
| Admin fee / account holder | $278 | $3,984-93.0% | $6,684-95.8% | $5,306-94.8% |