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 8-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 | $36,414 | $25,014+45.6% | $69,647-47.7% | $80,856-55.0% |
| Participation rate | 82.4% | 64.2%+18.1pp | 66.5%+15.9pp | 67.6%+14.7pp |
| Annual return | 18.74% | 19.07%-0.3pp | 100.48%-81.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,304 | $993+132.1% | $1,712+34.6% | $2,755-16.4% |
| Participant deferral / active EE | $4,284 | $1,839+132.9% | $2,886+48.4% | $4,296-0.3% |
| Admin fee / account holder | $217 | $2,488-91.3% | $4,713-95.4% | $6,918-96.9% |