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 9-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 | $71,282 | $109,881-35.1% | $150,045-52.5% | $84,808-15.9% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 15.05% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,927 | $3,561-17.8% | $4,693-37.6% | $2,631+11.2% |
| Participant deferral / active EE | $6,846 | $6,636+3.2% | $7,997-14.4% | $4,212+62.6% |
| Admin fee / account holder | $197 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |