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 | $55,131 | $54,762+0.7% | $90,281-38.9% | $72,985-24.5% |
| Participation rate | 92.9% | 65.1%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 26.98% | 30.63%-3.6pp | 78.10%-51.1pp | 81.00%-54.0pp |
| Employer contribution / active EE | $4,942 | $2,092+136.2% | $2,854+73.1% | $2,440+102.6% |
| Participant deferral / active EE | $5,113 | $2,887+77.1% | $3,885+31.6% | $3,607+41.7% |
| Admin fee / account holder | $203 | $3,972-94.9% | $5,351-96.2% | $5,124-96.0% |