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 9-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 | $75,720 | $90,503-16.3% | $78,689-3.8% | $273,961-72.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.90% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,782 | $3,176-12.4% | $2,851-2.4% | $4,869-42.9% |
| Participant deferral / active EE | $2,956 | $3,901-24.2% | $3,517-15.9% | $5,287-44.1% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |