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 | $55,798 | $100,970-44.7% | $96,576-42.2% | $137,256-59.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 24.03% | 38.16%-14.1pp | 38.47%-14.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,049 | $3,809-46.2% | $3,553-42.3% | $4,156-50.7% |
| Participant deferral / active EE | $5,511 | $8,286-33.5% | $7,956-30.7% | $6,407-14.0% |
| Admin fee / account holder | $210 | $11,312-98.1% | $11,381-98.2% | $12,270-98.3% |