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 | $34,514 | $179,726-80.8% | $156,263-77.9% | $142,382-75.8% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 14.87% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,989 | $5,069-60.8% | $4,333-54.1% | $4,299-53.7% |
| Participant deferral / active EE | $5,065 | $6,956-27.2% | $6,158-17.8% | $6,507-22.2% |
| Admin fee / account holder | $291 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |