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 | $50,835 | $148,534-65.8% | $135,903-62.6% | $139,434-63.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 12.69% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,327 | $5,243-74.7% | $4,856-72.7% | $4,751-72.1% |
| Participant deferral / active EE | $3,385 | $8,100-58.2% | $7,758-56.4% | $6,710-49.6% |
| Admin fee / account holder | $111 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |