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 | $56,551 | $111,754-49.4% | $103,333-45.3% | $145,922-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,416 | $4,212-18.9% | $3,868-11.7% | $4,660-26.7% |
| Participant deferral / active EE | $5,474 | $5,619-2.6% | $5,057+8.2% | $6,688-18.1% |
| Admin fee / account holder | $242 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |