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 | $33,059 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 30.19% | 64.32%-34.1pp | 71.39%-41.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,685 | $5,261-68.0% | $4,735-64.4% | $4,762-64.6% |
| Participant deferral / active EE | $9,766 | $7,109+37.4% | $6,709+45.6% | $5,850+66.9% |
| Admin fee / account holder | $96 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |