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 | $50,493 | $177,572-71.6% | $154,803-67.4% | $142,382-64.5% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 22.70% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,431 | $4,810-28.7% | $4,305-20.3% | $4,299-20.2% |
| Participant deferral / active EE | $7,793 | $6,272+24.3% | $5,540+40.7% | $6,507+19.8% |
| Admin fee / account holder | $126 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |