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 3-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 | $41,981 | $64,480-34.9% | $81,382-48.4% | $80,856-48.1% |
| Participation rate | 92.6% | 63.9%+28.7pp | 69.5%+23.1pp | 67.6%+25.0pp |
| Annual return | 15.03% | 16.34%-1.3pp | 24.73%-9.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,490 | $1,978+25.9% | $2,463+1.1% | $2,755-9.6% |
| Participant deferral / active EE | $4,951 | $3,094+60.0% | $3,883+27.5% | $4,296+15.2% |
| Admin fee / account holder | $183 | $5,671-96.8% | $5,768-96.8% | $6,918-97.4% |