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 | $73,958 | $88,672-16.6% | $105,223-29.7% | $82,448-10.3% |
| Participation rate | 75.9% | 67.9%+7.9pp | 75.0%+0.8pp | 68.1%+7.8pp |
| Annual return | 20.08% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,410 | $3,048-20.9% | $3,689-34.7% | $2,551-5.5% |
| Participant deferral / active EE | $3,745 | $4,036-7.2% | $5,072-26.2% | $4,139-9.5% |
| Admin fee / account holder | $283 | $7,146-96.0% | $8,859-96.8% | $7,234-96.1% |