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 | $29,512 | $72,277-59.2% | $101,248-70.9% | $79,858-63.0% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 23.58% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $5,520 | $2,692+105.1% | $3,660+50.8% | $2,471+123.4% |
| Participant deferral / active EE | $2,754 | $3,282-16.1% | $4,370-37.0% | $3,740-26.4% |
| Admin fee / account holder | $153 | $4,400-96.5% | $5,945-97.4% | $5,306-97.1% |