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 | $54,117 | $54,705-1.1% | $71,209-24.0% | $84,808-36.2% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 15.51% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,473 | $2,158+14.6% | $2,721-9.1% | $2,631-6.0% |
| Participant deferral / active EE | $6,515 | $3,030+115.0% | $4,175+56.0% | $4,212+54.7% |
| Admin fee / account holder | $190 | $4,863-96.1% | $5,349-96.4% | $7,344-97.4% |