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 | $38,535 | $106,515-63.8% | $96,683-60.1% | $139,434-72.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 18.34% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,076 | $4,103-0.7% | $3,737+9.1% | $4,751-14.2% |
| Participant deferral / active EE | $5,933 | $5,454+8.8% | $4,878+21.6% | $6,710-11.6% |
| Admin fee / account holder | $131 | $7,877-98.3% | $6,730-98.1% | $11,403-98.8% |