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 | $81,739 | $93,571-12.6% | $135,903-39.9% | $75,163+8.7% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 20.63% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,324 | $3,537+22.3% | $4,856-10.9% | $2,670+62.0% |
| Participant deferral / active EE | $8,640 | $6,404+34.9% | $7,758+11.4% | $4,125+109.5% |
| Admin fee / account holder | $203 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |