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 | $47,455 | $63,355-25.1% | $91,989-48.4% | $72,985-35.0% |
| Participation rate | 75.0% | 72.5%+2.5pp | 78.6%-3.6pp | 69.5%+5.5pp |
| Annual return | 29.24% | 35.35%-6.1pp | 69.02%-39.8pp | 81.00%-51.8pp |
| Employer contribution / active EE | $487 | $2,116-77.0% | $3,452-85.9% | $2,440-80.0% |
| Participant deferral / active EE | $2,999 | $4,883-38.6% | $5,923-49.4% | $3,607-16.9% |
| Admin fee / account holder | $288 | $4,668-93.8% | $7,743-96.3% | $5,124-94.4% |