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 7-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 | $46,119 | $49,227-6.3% | $70,449-34.5% | $79,858-42.2% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 16.56% | 30.06%-13.5pp | 109.03%-92.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,415 | $2,099-32.6% | $2,737-48.3% | $2,471-42.7% |
| Participant deferral / active EE | $2,827 | $2,768+2.1% | $3,709-23.8% | $3,740-24.4% |
| Admin fee / account holder | $92 | $2,878-96.8% | $3,845-97.6% | $5,306-98.3% |