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 7-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 | $23,462 | $73,787-68.2% | $98,716-76.2% | $82,448-71.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.29% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,983 | $1,511+31.2% | $2,279-13.0% | $2,551-22.2% |
| Participant deferral / active EE | $5,067 | $3,081+64.4% | $4,048+25.2% | $4,139+22.4% |
| Admin fee / account holder | $196 | $6,500-97.0% | $8,703-97.7% | $7,234-97.3% |