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 8-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 | $37,597 | $98,750-61.9% | $149,696-74.9% | $79,858-52.9% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.4pp |
| Annual return | 20.58% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,664 | $3,216-17.2% | $4,644-42.6% | $2,471+7.8% |
| Participant deferral / active EE | $4,451 | $5,680-21.6% | $6,842-34.9% | $3,740+19.0% |
| Admin fee / account holder | $234 | $6,053-96.1% | $9,309-97.5% | $5,306-95.6% |