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 | $45,706 | $80,717-43.4% | $154,803-70.5% | $84,808-46.1% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 23.75% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,005 | $2,761-27.4% | $4,305-53.4% | $2,631-23.8% |
| Participant deferral / active EE | $4,044 | $3,303+22.4% | $5,540-27.0% | $4,212-4.0% |
| Admin fee / account holder | $110 | $6,746-98.4% | $14,329-99.2% | $7,344-98.5% |