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 7-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 | $46,364 | $70,475-34.2% | $100,516-53.9% | $79,858-41.9% |
| Participation rate | 75.8% | 73.7%+2.1pp | 79.4%-3.6pp | 69.6%+6.1pp |
| Annual return | 24.87% | 21.90%+3.0pp | 30.89%-6.0pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,292 | $2,165+5.9% | $3,418-32.9% | $2,471-7.2% |
| Participant deferral / active EE | $5,761 | $5,181+11.2% | $6,270-8.1% | $3,740+54.0% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |