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 | $35,258 | $107,334-67.2% | $92,893-62.0% | $152,861-76.9% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 28.71% | 145.58%-116.9pp | 109.41%-80.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $903 | $4,221-78.6% | $3,653-75.3% | $4,762-81.0% |
| Participant deferral / active EE | $7,333 | $4,845+51.4% | $4,236+73.1% | $5,850+25.3% |
| Admin fee / account holder | $288 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |