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 | $27,664 | $148,534-81.4% | $135,903-79.6% | $139,434-80.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.48% | 79.19%-53.7pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,837 | $5,243-45.9% | $4,856-41.6% | $4,751-40.3% |
| Participant deferral / active EE | $6,489 | $8,100-19.9% | $7,758-16.4% | $6,710-3.3% |
| Admin fee / account holder | $65 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |