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 | $87,265 | $114,381-23.7% | $107,525-18.8% | $142,382-38.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 18.76% | 242.71%-223.9pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,885 | $4,015-3.2% | $3,754+3.5% | $4,299-9.6% |
| Participant deferral / active EE | $8,090 | $5,564+45.4% | $5,116+58.1% | $6,507+24.3% |
| Admin fee / account holder | $251 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |