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 | $53,531 | $111,754-52.1% | $103,333-48.2% | $145,922-63.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 24.77%-13.2pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,587 | $4,212+8.9% | $3,868+18.6% | $4,660-1.6% |
| Participant deferral / active EE | $8,197 | $5,619+45.9% | $5,057+62.1% | $6,688+22.6% |
| Admin fee / account holder | $25 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |