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 | $44,631 | $106,515-58.1% | $96,683-53.8% | $139,434-68.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 17.10% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,286 | $4,103-44.3% | $3,737-38.8% | $4,751-51.9% |
| Participant deferral / active EE | $3,948 | $5,454-27.6% | $4,878-19.1% | $6,710-41.2% |
| Admin fee / account holder | $159 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |