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 | $46,074 | $197,591-76.7% | $177,821-74.1% | $158,922-71.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.75% | 58.76%-50.0pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,969 | $6,697-55.7% | $5,918-49.8% | $4,761-37.6% |
| Participant deferral / active EE | $3,479 | $8,405-58.6% | $7,714-54.9% | $5,982-41.8% |
| Admin fee / account holder | $12 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |