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 | $36,236 | $117,983-69.3% | $101,794-64.4% | $142,382-74.6% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 16.89% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,156 | $2,773-58.3% | $2,289-49.5% | $4,299-73.1% |
| Participant deferral / active EE | $2,999 | $4,714-36.4% | $4,084-26.6% | $6,507-53.9% |
| Admin fee / account holder | $3 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |