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 | $46,669 | $87,166-46.5% | $76,735-39.2% | $137,256-66.0% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 18.19% | 26.50%-8.3pp | 29.77%-11.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,778 | $2,904-38.8% | $2,454-27.5% | $4,156-57.2% |
| Participant deferral / active EE | $3,904 | $4,726-17.4% | $4,088-4.5% | $6,407-39.1% |
| Admin fee / account holder | $25 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |