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 | $31,835 | $127,065-74.9% | $113,168-71.9% | $142,382-77.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 33.42% | 24.03%+9.4pp | 24.27%+9.2pp | 217.08%-183.7pp |
| Employer contribution / active EE | $2,288 | $3,442-33.5% | $2,975-23.1% | $4,299-46.8% |
| Participant deferral / active EE | $8,744 | $5,716+53.0% | $5,107+71.2% | $6,507+34.4% |
| Admin fee / account holder | $273 | $15,736-98.3% | $12,068-97.7% | $12,624-97.8% |