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 | $47,541 | $179,726-73.5% | $156,263-69.6% | $142,382-66.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 12.40% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,193 | $5,069-56.7% | $4,333-49.4% | $4,299-49.0% |
| Participant deferral / active EE | $3,401 | $6,956-51.1% | $6,158-44.8% | $6,507-47.7% |
| Admin fee / account holder | $182 | $17,272-98.9% | $14,255-98.7% | $12,624-98.6% |