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 | $87,173 | $106,515-18.2% | $96,683-9.8% | $139,434-37.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 22.46% | 38.43%-16.0pp | 35.69%-13.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,926 | $4,103-4.3% | $3,737+5.1% | $4,751-17.4% |
| Participant deferral / active EE | $7,724 | $5,454+41.6% | $4,878+58.3% | $6,710+15.1% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |