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 | $31,417 | $81,460-61.4% | $103,333-69.6% | $80,856-61.1% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 15.70% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,487 | $3,105-19.9% | $3,868-35.7% | $2,755-9.7% |
| Participant deferral / active EE | $3,379 | $3,869-12.7% | $5,057-33.2% | $4,296-21.3% |
| Admin fee / account holder | $291 | $6,566-95.6% | $8,355-96.5% | $6,918-95.8% |