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 | $35,353 | $80,717-56.2% | $154,803-77.2% | $84,808-58.3% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 17.41% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,935 | $2,761-29.9% | $4,305-55.1% | $2,631-26.5% |
| Participant deferral / active EE | $3,592 | $3,303+8.7% | $5,540-35.2% | $4,212-14.7% |
| Admin fee / account holder | $198 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |