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 | $22,887 | $124,281-81.6% | $109,143-79.0% | $167,490-86.3% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 14.91% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,848 | $4,207-56.1% | $3,722-50.3% | $4,837-61.8% |
| Participant deferral / active EE | $2,601 | $5,255-50.5% | $4,653-44.1% | $6,341-59.0% |
| Admin fee / account holder | $59 | $7,970-99.3% | $6,752-99.1% | $12,309-99.5% |