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 | $59,149 | $58,512+1.1% | $84,015-29.6% | $72,985-19.0% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 69.5%+18.0pp |
| Annual return | 22.03% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,620 | $1,163+39.3% | $1,983-18.3% | $2,440-33.6% |
| Participant deferral / active EE | $3,607 | $2,394+50.7% | $3,239+11.4% | $3,6070% |
| Admin fee / account holder | $43 | $4,569-99.1% | $6,101-99.3% | $5,124-99.2% |