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 7-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 | $65,382 | $106,584-38.7% | $101,326-35.5% | $142,382-54.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 23.09% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,677 | $3,956-32.3% | $3,665-27.0% | $4,299-37.7% |
| Participant deferral / active EE | $9,005 | $8,297+8.5% | $7,994+12.6% | $6,507+38.4% |
| Admin fee / account holder | $13 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |