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 | $127,065-72.0% | $113,168-68.5% | $142,382-75.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 20.10% | 24.03%-3.9pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,072 | $3,442-39.8% | $2,975-30.4% | $4,299-51.8% |
| Participant deferral / active EE | $3,747 | $5,716-34.5% | $5,107-26.6% | $6,507-42.4% |
| Admin fee / account holder | $126 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |