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 6-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 | $42,036 | $60,892-31.0% | $82,389-49.0% | $84,808-50.4% |
| Participation rate | 70.0% | 63.3%+6.7pp | 69.5%+0.5pp | 68.3%+1.7pp |
| Annual return | 18.51% | 37.29%-18.8pp | 28.67%-10.2pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,601 | $1,779+46.2% | $2,517+3.4% | $2,631-1.1% |
| Participant deferral / active EE | $5,555 | $3,179+74.7% | $4,155+33.7% | $4,212+31.9% |
| Admin fee / account holder | $275 | $5,467-95.0% | $7,231-96.2% | $7,344-96.3% |