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 | $38,169 | $176,056-78.3% | $159,436-76.1% | $167,490-77.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 24.11% | 331.75%-307.6pp | 263.57%-239.5pp | 478.56%-454.4pp |
| Employer contribution / active EE | $4,234 | $5,297-20.1% | $4,829-12.3% | $4,837-12.5% |
| Participant deferral / active EE | $7,141 | $7,750-7.9% | $7,352-2.9% | $6,341+12.6% |
| Admin fee / account holder | $206 | $12,554-98.4% | $10,799-98.1% | $12,309-98.3% |