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 | $62,839 | $183,519-65.8% | $155,509-59.6% | $145,922-56.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.51% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,363 | $5,313-55.5% | $4,672-49.4% | $4,660-49.3% |
| Participant deferral / active EE | $5,882 | $6,462-9.0% | $5,626+4.5% | $6,688-12.1% |
| Admin fee / account holder | $276 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |