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 | $33,853 | $109,881-69.2% | $150,045-77.4% | $84,808-60.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,683 | $3,561-52.7% | $4,693-64.1% | $2,631-36.0% |
| Participant deferral / active EE | $5,190 | $6,636-21.8% | $7,997-35.1% | $4,212+23.2% |
| Admin fee / account holder | $85 | $8,568-99.0% | $13,435-99.4% | $7,344-98.8% |