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 | $80,527 | $58,512+37.6% | $84,015-4.2% | $72,985+10.3% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 20.47% | 28.93%-8.5pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,833 | $1,163+143.6% | $1,983+42.9% | $2,440+16.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $223 | $4,569-95.1% | $6,101-96.3% | $5,124-95.6% |