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 | $165,164 | $97,044+70.2% | $83,333+98.2% | $135,375+22.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -4.25% | 12.31%-16.6pp | 10.63%-14.9pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,902 | $4,143-30.0% | $3,379-14.1% | $4,779-39.3% |
| Participant deferral / active EE | $7,947 | $5,964+33.2% | $5,565+42.8% | $5,609+41.7% |
| Admin fee / account holder | $195 | $8,380-97.7% | $7,510-97.4% | $10,827-98.2% |