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 | $35,858 | $72,071-50.2% | $68,368-47.6% | $137,256-73.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 15.59% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,203 | $2,788-56.9% | $2,649-54.6% | $4,156-71.1% |
| Participant deferral / active EE | $2,467 | $4,410-44.1% | $4,123-40.2% | $6,407-61.5% |
| Admin fee / account holder | $247 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |