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 | $127,800 | $99,341+28.6% | $84,750+50.8% | $273,961-53.4% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 8.27% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,559 | $4,214-39.3% | $3,574-28.4% | $4,869-47.4% |
| Participant deferral / active EE | $3,402 | $4,269-20.3% | $3,712-8.4% | $5,287-35.7% |
| Admin fee / account holder | $23 | $6,644-99.6% | $5,332-99.6% | $10,132-99.8% |