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 7-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 | $80,368 | $159,602-49.6% | $150,045-46.4% | $142,382-43.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.62% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,432 | $4,961-30.8% | $4,693-26.9% | $4,299-20.2% |
| Participant deferral / active EE | $8,745 | $8,310+5.2% | $7,997+9.4% | $6,507+34.4% |
| Admin fee / account holder | $53 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |