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 | $32,231 | $115,770-72.2% | $101,248-68.2% | $158,922-79.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 34.55% | 56.14%-21.6pp | 46.47%-11.9pp | 302.83%-268.3pp |
| Employer contribution / active EE | $2,544 | $4,175-39.1% | $3,660-30.5% | $4,761-46.6% |
| Participant deferral / active EE | $5,674 | $4,957+14.5% | $4,370+29.8% | $5,982-5.1% |
| Admin fee / account holder | $205 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |