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 | $39,732 | $118,450-66.5% | $98,439-59.6% | $139,434-71.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 17.37% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,709 | $3,609-52.6% | $3,048-43.9% | $4,751-64.0% |
| Participant deferral / active EE | $6,259 | $5,392+16.1% | $4,738+32.1% | $6,710-6.7% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |