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 8-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 | $36,291 | $106,515-65.9% | $96,683-62.5% | $139,434-74.0% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 17.42% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,378 | $4,103-42.0% | $3,737-36.4% | $4,751-50.0% |
| Participant deferral / active EE | $4,258 | $5,454-21.9% | $4,878-12.7% | $6,710-36.6% |
| Admin fee / account holder | $288 | $7,877-96.3% | $6,730-95.7% | $11,403-97.5% |