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 | $109,881-48.3% | $150,045-62.1% | $84,808-33.0% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 20.70% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,890 | $3,561-46.9% | $4,693-59.7% | $2,631-28.2% |
| Participant deferral / active EE | $5,043 | $6,636-24.0% | $7,997-36.9% | $4,212+19.7% |
| Admin fee / account holder | $117 | $8,568-98.6% | $13,435-99.1% | $7,344-98.4% |