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 | $38,325 | $172,111-77.7% | $150,298-74.5% | $137,256-72.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 20.98% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,750 | $4,636-62.2% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $5,047 | $6,166-18.1% | $5,453-7.4% | $6,407-21.2% |
| Admin fee / account holder | $142 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |