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 | $85,966 | $98,240-12.5% | $82,313+4.4% | $147,584-41.8% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 18.18% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,641 | $3,192-17.3% | $2,428+8.8% | $4,876-45.8% |
| Participant deferral / active EE | $4,980 | $4,383+13.6% | $3,706+34.4% | $5,439-8.4% |
| Admin fee / account holder | $27 | $8,563-99.7% | $5,608-99.5% | $10,885-99.7% |