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 | $66,528 | $124,425-46.5% | $112,040-40.6% | $137,256-51.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 19.34% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,928 | $3,411-43.5% | $2,954-34.7% | $4,156-53.6% |
| Participant deferral / active EE | $5,913 | $5,718+3.4% | $5,098+16.0% | $6,407-7.7% |
| Admin fee / account holder | $276 | $15,207-98.2% | $12,098-97.7% | $12,270-97.7% |