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 | $29,410 | $157,256-81.3% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 35.53% | 64.32%-28.8pp | 71.39%-35.9pp | 345.32%-309.8pp |
| Employer contribution / active EE | $5,071 | $5,261-3.6% | $4,735+7.1% | $4,762+6.5% |
| Participant deferral / active EE | $8,573 | $7,109+20.6% | $6,709+27.8% | $5,850+46.5% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |