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 | $21,244 | $81,248-73.9% | $155,509-86.3% | $80,856-73.7% |
| Participation rate | 78.9% | 66.2%+12.6pp | 78.2%+0.7pp | 67.6%+11.2pp |
| Annual return | 14.15% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,895 | $3,100-38.9% | $4,672-59.4% | $2,755-31.2% |
| Participant deferral / active EE | $3,946 | $3,452+14.3% | $5,626-29.9% | $4,296-8.2% |
| Admin fee / account holder | $225 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |