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 | $176,812-73.6% | $146,665-68.2% | $167,490-72.1% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 21.54% | 24.03%-2.5pp | 22.74%-1.2pp | 478.56%-457.0pp |
| Employer contribution / active EE | $3,944 | $5,160-23.6% | $4,136-4.7% | $4,837-18.5% |
| Participant deferral / active EE | $8,450 | $6,440+31.2% | $5,506+53.5% | $6,341+33.2% |
| Admin fee / account holder | $172 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |