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 | $89,141 | $105,181-15.2% | $159,436-44.1% | $85,850+3.8% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 21.72% | 45.07%-23.4pp | 263.57%-241.9pp | 318.53%-296.8pp |
| Employer contribution / active EE | $2,733 | $3,318-17.6% | $4,829-43.4% | $2,565+6.6% |
| Participant deferral / active EE | $4,947 | $5,945-16.8% | $7,352-32.7% | $3,952+25.2% |
| Admin fee / account holder | $285 | $6,933-95.9% | $10,799-97.4% | $6,260-95.5% |