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 | $57,896 | $107,452-46.1% | $91,541-36.8% | $142,382-59.3% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.8%+8.5pp | 80.1%-1.9pp |
| Annual return | 18.05% | 22.06%-4.0pp | 20.50%-2.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,491 | $2,994-16.8% | $2,505-0.5% | $4,299-42.1% |
| Participant deferral / active EE | $5,192 | $4,754+9.2% | $4,008+29.6% | $6,507-20.2% |
| Admin fee / account holder | $222 | $8,834-97.5% | $6,956-96.8% | $12,624-98.2% |