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 | $72,776 | $201,272-63.8% | $184,203-60.5% | $145,922-50.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 20.41% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,642 | $7,022-48.1% | $6,427-43.3% | $4,660-21.8% |
| Participant deferral / active EE | $9,922 | $9,806+1.2% | $9,131+8.7% | $6,688+48.4% |
| Admin fee / account holder | $71 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |