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 6-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 | $74,992 | $214,378-65.0% | $200,582-62.6% | $142,382-47.3% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 17.73% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,948 | $6,841-42.3% | $6,419-38.5% | $4,299-8.2% |
| Participant deferral / active EE | $8,152 | $9,865-17.4% | $9,331-12.6% | $6,507+25.3% |
| Admin fee / account holder | $138 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |