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 | $102,245-43.4% | $89,340-35.2% | $137,256-57.8% |
| Participation rate | 78.3% | 74.9%+3.4pp | 69.6%+8.7pp | 80.0%-1.7pp |
| Annual return | 18.05% | 21.89%-3.8pp | 20.57%-2.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,491 | $2,529-1.5% | $2,231+11.7% | $4,156-40.1% |
| Participant deferral / active EE | $5,192 | $4,436+17.0% | $3,823+35.8% | $6,407-19.0% |
| Admin fee / account holder | $222 | $8,085-97.3% | $6,704-96.7% | $12,270-98.2% |