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 | $52,523 | $138,347-62.0% | $184,203-71.5% | $80,856-35.0% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.6%+14.2pp |
| Annual return | 27.12% | 20.02%+7.1pp | 28.81%-1.7pp | 35.59%-8.5pp |
| Employer contribution / active EE | $2,946 | $4,850-39.3% | $6,427-54.2% | $2,755+6.9% |
| Participant deferral / active EE | $5,361 | $7,071-24.2% | $9,131-41.3% | $4,296+24.8% |
| Admin fee / account holder | $221 | $10,483-97.9% | $13,901-98.4% | $6,918-96.8% |