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 | $35,609 | $124,425-71.4% | $112,040-68.2% | $137,256-74.1% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 20.10% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,072 | $3,411-39.3% | $2,954-29.9% | $4,156-50.1% |
| Participant deferral / active EE | $3,747 | $5,718-34.5% | $5,098-26.5% | $6,407-41.5% |
| Admin fee / account holder | $126 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |