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 | $21,919 | $42,383-48.3% | $76,523-71.4% | $64,186-65.9% |
| Participation rate | 82.5% | 58.1%+24.4pp | 68.0%+14.5pp | 69.6%+12.9pp |
| Annual return | 30.89% | -16.54%+47.4pp | -0.27%+31.2pp | 7.63%+23.3pp |
| Employer contribution / active EE | $1,334 | $1,563-14.7% | $2,647-49.6% | $2,381-44.0% |
| Participant deferral / active EE | $4,038 | $2,566+57.3% | $3,835+5.3% | $3,470+16.4% |
| Admin fee / account holder | $240 | $3,198-92.5% | $4,848-95.1% | $4,888-95.1% |