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 | $80,093 | $185,822-56.9% | $169,993-52.9% | $139,434-42.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.19% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,678 | $7,590-77.9% | $6,785-75.3% | $4,751-64.7% |
| Participant deferral / active EE | $6,446 | $11,622-44.5% | $10,408-38.1% | $6,710-3.9% |
| Admin fee / account holder | $90 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |