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 | $26,841 | $165,335-83.8% | $149,696-82.1% | $158,922-83.1% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 18.04% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,093 | $5,103-39.4% | $4,644-33.4% | $4,761-35.0% |
| Participant deferral / active EE | $2,610 | $7,181-63.7% | $6,842-61.8% | $5,982-56.4% |
| Admin fee / account holder | $263 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |