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 | $50,867 | $58,523-13.1% | $99,443-48.8% | $72,985-30.3% |
| Participation rate | 89.3% | 64.6%+24.7pp | 73.8%+15.5pp | 69.5%+19.8pp |
| Annual return | 23.26% | 28.51%-5.3pp | 30.72%-7.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,719 | $1,512+13.7% | $2,540-32.3% | $2,440-29.5% |
| Participant deferral / active EE | $3,898 | $2,606+49.6% | $3,619+7.7% | $3,607+8.1% |
| Admin fee / account holder | $292 | $4,102-92.9% | $6,250-95.3% | $5,124-94.3% |