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 | $89,676 | $124,281-27.8% | $109,143-17.8% | $167,490-46.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 23.60% | 26.04%-2.4pp | 25.75%-2.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $5,798 | $4,207+37.8% | $3,722+55.8% | $4,837+19.8% |
| Participant deferral / active EE | $5,936 | $5,255+13.0% | $4,653+27.6% | $6,341-6.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |