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 | $42,231 | $116,875-63.9% | $141,084-70.1% | $116,875-63.9% |
| Participation rate | 96.7% | 74.5%+22.1pp | 63.5%+33.2pp | 74.5%+22.1pp |
| Annual return | 12.10% | 16.29%-4.2pp | -42.88%+55.0pp | 16.29%-4.2pp |
| Employer contribution / active EE | $4,114 | $3,288+25.1% | $2,224+84.9% | $3,288+25.1% |
| Participant deferral / active EE | $2,982 | $3,885-23.2% | $1,670+78.6% | $3,885-23.2% |
| Admin fee / account holder | $71 | $12,263-99.4% | $3,020-97.6% | $12,263-99.4% |