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 | $41,703 | $118,450-64.8% | $98,439-57.6% | $139,434-70.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 19.86% | 18.94%+0.9pp | 21.16%-1.3pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,841 | $3,609-49.0% | $3,048-39.6% | $4,751-61.3% |
| Participant deferral / active EE | $3,297 | $5,392-38.8% | $4,738-30.4% | $6,710-50.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |