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 | $33,221 | $178,174-81.4% | $156,181-78.7% | $137,256-75.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.34% | 84.19%-63.9pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,196 | $4,972-75.9% | $4,294-72.1% | $4,156-71.2% |
| Participant deferral / active EE | $4,633 | $6,888-32.7% | $6,132-24.4% | $6,407-27.7% |
| Admin fee / account holder | $191 | $17,404-98.9% | $14,586-98.7% | $12,270-98.4% |