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 9-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 | $46,069 | $68,719-33.0% | $91,541-49.7% | $84,808-45.7% |
| Participation rate | 74.1% | 64.5%+9.6pp | 69.8%+4.3pp | 68.3%+5.8pp |
| Annual return | 19.96% | 19.12%+0.8pp | 20.50%-0.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,240 | $1,920+16.7% | $2,505-10.6% | $2,631-14.9% |
| Participant deferral / active EE | $3,779 | $3,136+20.5% | $4,008-5.7% | $4,212-10.3% |
| Admin fee / account holder | $208 | $5,786-96.4% | $6,956-97.0% | $7,344-97.2% |