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 | $58,264 | $65,685-11.3% | $57,179+1.9% | $273,961-78.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 8.26% | 21.99%-13.7pp | 14.59%-6.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,610 | $3,279-20.4% | $2,682-2.7% | $4,869-46.4% |
| Participant deferral / active EE | $9,754 | $3,782+157.9% | $3,096+215.0% | $5,287+84.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |