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 | $35,663 | $114,381-68.8% | $107,525-66.8% | $142,382-75.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 18.89% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,433 | $4,015-64.3% | $3,754-61.8% | $4,299-66.7% |
| Participant deferral / active EE | $2,019 | $5,564-63.7% | $5,116-60.5% | $6,507-69.0% |
| Admin fee / account holder | $275 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |