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 | $56,685 | $111,535-49.2% | $105,223-46.1% | $137,256-58.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 20.69% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,177 | $3,939-44.7% | $3,689-41.0% | $4,156-47.6% |
| Participant deferral / active EE | $4,609 | $5,500-16.2% | $5,072-9.1% | $6,407-28.1% |
| Admin fee / account holder | $214 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |