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 | $28,645 | $98,750-71.0% | $149,696-80.9% | $79,858-64.1% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 19.40% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,235 | $3,216-30.5% | $4,644-51.9% | $2,471-9.6% |
| Participant deferral / active EE | $4,490 | $5,680-21.0% | $6,842-34.4% | $3,740+20.0% |
| Admin fee / account holder | $157 | $6,053-97.4% | $9,309-98.3% | $5,306-97.0% |