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 | $49,378 | $148,534-66.8% | $135,903-63.7% | $139,434-64.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.17% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,255 | $5,243-37.9% | $4,856-33.0% | $4,751-31.5% |
| Participant deferral / active EE | $8,133 | $8,100+0.4% | $7,758+4.8% | $6,710+21.2% |
| Admin fee / account holder | $213 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |