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 | $48,586 | $65,041-25.3% | $90,951-46.6% | $79,858-39.2% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 19.66% | 30.45%-10.8pp | 134.60%-114.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,245 | $1,247+80.0% | $2,122+5.8% | $2,471-9.1% |
| Participant deferral / active EE | $3,608 | $2,512+43.6% | $3,373+7.0% | $3,740-3.5% |
| Admin fee / account holder | $182 | $4,536-96.0% | $5,959-96.9% | $5,306-96.6% |