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 | $66,528 | $127,065-47.6% | $113,168-41.2% | $142,382-53.3% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 19.34% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,928 | $3,442-44.0% | $2,975-35.2% | $4,299-55.1% |
| Participant deferral / active EE | $5,913 | $5,716+3.4% | $5,107+15.8% | $6,507-9.1% |
| Admin fee / account holder | $276 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |