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 | $22,898 | $228,332-90.0% | $185,823-87.7% | $158,922-85.6% |
| Participation rate | 82.6% | 82.3%+0.3pp | 78.0%+4.6pp | 82.0%+0.7pp |
| Annual return | 30.06% | 40.80%-10.7pp | 35.95%-5.9pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,250 | $4,967-74.8% | $4,087-69.4% | $4,761-73.7% |
| Participant deferral / active EE | $2,989 | $6,415-53.4% | $5,632-46.9% | $5,982-50.0% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |