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 | $53,118 | $95,416-44.3% | $185,823-71.4% | $85,850-38.1% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 15.74% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,457 | $3,314-56.0% | $5,167-71.8% | $2,565-43.2% |
| Participant deferral / active EE | $3,454 | $3,423+0.9% | $5,568-38.0% | $3,952-12.6% |
| Admin fee / account holder | $156 | $7,213-97.8% | $16,237-99.0% | $6,260-97.5% |