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 | $61,177 | $106,749-42.7% | $145,433-57.9% | $82,448-25.8% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 19.17% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,610 | $3,444+33.8% | $4,554+1.2% | $2,551+80.7% |
| Participant deferral / active EE | $3,966 | $6,519-39.2% | $7,897-49.8% | $4,139-4.2% |
| Admin fee / account holder | $99 | $8,390-98.8% | $13,129-99.2% | $7,234-98.6% |