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 | $35,809 | $46,553-23.1% | $64,056-44.1% | $75,163-52.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.35% | 26.03%-5.7pp | 33.69%-13.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,108 | $1,974+108.1% | $2,747+49.6% | $2,670+53.9% |
| Participant deferral / active EE | $8,017 | $2,837+182.6% | $3,880+106.6% | $4,125+94.4% |
| Admin fee / account holder | $216 | $2,952-92.7% | $3,068-92.9% | $5,651-96.2% |