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 | $63,988 | $70,756-9.6% | $65,493-2.3% | $142,382-55.1% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 16.13% | 1754.89%-1738.8pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,459 | $2,881-49.3% | $2,574-43.3% | $4,299-66.1% |
| Participant deferral / active EE | $3,060 | $4,637-34.0% | $3,961-22.7% | $6,507-53.0% |
| Admin fee / account holder | $264 | $6,559-96.0% | $5,028-94.8% | $12,624-97.9% |