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 7-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 | $43,963 | $95,803-54.1% | $113,168-61.2% | $84,808-48.2% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 22.84% | 25.00%-2.2pp | 24.27%-1.4pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,362 | $2,360+0.1% | $2,975-20.6% | $2,631-10.2% |
| Participant deferral / active EE | $4,466 | $4,242+5.3% | $5,107-12.6% | $4,212+6.0% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |