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 | $96,234 | $148,978-35.4% | $200,582-52.0% | $84,808+13.5% |
| Participation rate | 83.9% | 84.2%-0.4pp | 86.9%-3.0pp | 68.3%+15.6pp |
| Annual return | 17.10% | 28.16%-11.1pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,165 | $4,815-34.3% | $6,419-50.7% | $2,631+20.3% |
| Participant deferral / active EE | $5,783 | $7,142-19.0% | $9,331-38.0% | $4,212+37.3% |
| Admin fee / account holder | $32 | $13,977-99.8% | $16,305-99.8% | $7,344-99.6% |