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 7-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 | $50,836 | $95,266-46.6% | $82,389-38.3% | $142,382-64.3% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.5%+7.4pp | 80.1%-3.2pp |
| Annual return | 33.68% | 25.74%+7.9pp | 28.67%+5.0pp | 217.08%-183.4pp |
| Employer contribution / active EE | $2,832 | $2,991-5.3% | $2,517+12.5% | $4,299-34.1% |
| Participant deferral / active EE | $5,114 | $4,809+6.3% | $4,155+23.1% | $6,507-21.4% |
| Admin fee / account holder | $19 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |