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 | $177,572-78.4% | $154,803-75.2% | $142,382-73.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 20.98% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,750 | $4,810-63.6% | $4,305-59.3% | $4,299-59.3% |
| Participant deferral / active EE | $5,047 | $6,272-19.5% | $5,540-8.9% | $6,507-22.4% |
| Admin fee / account holder | $142 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |