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 3-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 | $56,134 | $99,341-43.5% | $84,750-33.8% | $273,961-79.5% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.71% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,466 | $4,214+77.2% | $3,574+108.9% | $4,869+53.3% |
| Participant deferral / active EE | $3,518 | $4,269-17.6% | $3,712-5.2% | $5,287-33.5% |
| Admin fee / account holder | $247 | $6,644-96.3% | $5,332-95.4% | $10,132-97.6% |