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 | $79,927 | $96,557-17.2% | $80,975-1.3% | $273,961-70.8% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 8.64% | 15.14%-6.5pp | 17.10%-8.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,505 | $4,868-48.5% | $3,714-32.5% | $4,869-48.5% |
| Participant deferral / active EE | $10,188 | $6,598+54.4% | $5,696+78.8% | $5,287+92.7% |
| Admin fee / account holder | $13 | $7,492-99.8% | $5,516-99.8% | $10,132-99.9% |