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 | $56,834 | $106,749-46.8% | $145,433-60.9% | $82,448-31.1% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 20.70% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,890 | $3,444-45.1% | $4,554-58.5% | $2,551-25.9% |
| Participant deferral / active EE | $5,043 | $6,519-22.6% | $7,897-36.1% | $4,139+21.8% |
| Admin fee / account holder | $117 | $8,390-98.6% | $13,129-99.1% | $7,234-98.4% |