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 | $52,373 | $158,398-66.9% | $126,539-58.6% | $142,382-63.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 18.06% | 593.76%-575.7pp | 425.95%-407.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,286 | $4,650-29.3% | $3,674-10.6% | $4,299-23.6% |
| Participant deferral / active EE | $6,166 | $4,767+29.4% | $4,083+51.0% | $6,507-5.2% |
| Admin fee / account holder | $220 | $6,918-96.8% | $6,065-96.4% | $12,624-98.3% |