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 | $70,047 | $179,726-61.0% | $156,263-55.2% | $142,382-50.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 21.04% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,889 | $5,069-43.0% | $4,333-33.3% | $4,299-32.8% |
| Participant deferral / active EE | $6,271 | $6,956-9.8% | $6,158+1.8% | $6,507-3.6% |
| Admin fee / account holder | $34 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |