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 | $95,266-51.0% | $82,389-43.4% | $142,382-67.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 18.19% | 25.74%-7.5pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,778 | $2,991-40.5% | $2,517-29.3% | $4,299-58.6% |
| Participant deferral / active EE | $3,904 | $4,809-18.8% | $4,155-6.0% | $6,507-40.0% |
| Admin fee / account holder | $25 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |