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 | $85,630 | $179,726-52.4% | $156,263-45.2% | $142,382-39.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 18.47% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,434 | $5,069-52.0% | $4,333-43.8% | $4,299-43.4% |
| Participant deferral / active EE | $7,205 | $6,956+3.6% | $6,158+17.0% | $6,507+10.7% |
| Admin fee / account holder | $44 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |