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 | $36,892 | $165,335-77.7% | $149,696-75.4% | $158,922-76.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 29.58% | 348.15%-318.6pp | 276.60%-247.0pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,577 | $5,103-69.1% | $4,644-66.0% | $4,761-66.9% |
| Participant deferral / active EE | $2,850 | $7,181-60.3% | $6,842-58.3% | $5,982-52.4% |
| Admin fee / account holder | $173 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |