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 | $38,201 | $53,777-29.0% | $134,143-71.5% | $79,858-52.2% |
| Participation rate | 76.6% | 58.8%+17.8pp | 72.2%+4.4pp | 69.6%+7.0pp |
| Annual return | 14.11% | 19.01%-4.9pp | 36.33%-22.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,517 | $1,321+14.8% | $3,704-59.0% | $2,471-38.6% |
| Participant deferral / active EE | $2,991 | $2,420+23.6% | $3,499-14.5% | $3,740-20.0% |
| Admin fee / account holder | $11 | $3,984-99.7% | $6,684-99.8% | $5,306-99.8% |