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 | $32,184 | $95,266-66.2% | $82,389-60.9% | $142,382-77.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 27.68% | 25.74%+1.9pp | 28.67%-1.0pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,787 | $2,991-40.3% | $2,517-29.0% | $4,299-58.4% |
| Participant deferral / active EE | $9,971 | $4,809+107.3% | $4,155+140.0% | $6,507+53.2% |
| Admin fee / account holder | $156 | $8,563-98.2% | $7,231-97.8% | $12,624-98.8% |