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 | $46,506 | $109,881-57.7% | $150,045-69.0% | $84,808-45.2% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 24.52% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,791 | $3,561-49.7% | $4,693-61.8% | $2,631-31.9% |
| Participant deferral / active EE | $5,643 | $6,636-15.0% | $7,997-29.4% | $4,212+34.0% |
| Admin fee / account holder | $183 | $8,568-97.9% | $13,435-98.6% | $7,344-97.5% |