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 | $114,381-50.4% | $107,525-47.3% | $142,382-60.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 20.69% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,177 | $4,015-45.8% | $3,754-42.0% | $4,299-49.4% |
| Participant deferral / active EE | $4,609 | $5,564-17.2% | $5,116-9.9% | $6,507-29.2% |
| Admin fee / account holder | $214 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |