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 | $87,751 | $90,348-2.9% | $75,972+15.5% | $145,922-39.9% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 10.04% | 620.88%-610.8pp | 359.55%-349.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,817 | $3,311-14.9% | $2,685+4.9% | $4,660-39.6% |
| Participant deferral / active EE | $9,211 | $5,162+78.5% | $4,255+116.5% | $6,688+37.7% |
| Admin fee / account holder | $161 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |