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 | $129,116 | $214,378-39.8% | $200,582-35.6% | $142,382-9.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 14.93% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,984 | $6,841-71.0% | $6,419-69.1% | $4,299-53.9% |
| Participant deferral / active EE | $11,109 | $9,865+12.6% | $9,331+19.1% | $6,507+70.7% |
| Admin fee / account holder | $8 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |