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 | $70,314 | $140,940-50.1% | $112,229-37.3% | $139,434-49.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 25.67% | 32.71%-7.0pp | 30.20%-4.5pp | 372.94%-347.3pp |
| Employer contribution / active EE | $3,614 | $4,283-15.6% | $3,430+5.4% | $4,751-23.9% |
| Participant deferral / active EE | $10,759 | $5,874+83.2% | $4,798+124.2% | $6,710+60.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |