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 | $65,215 | $154,228-57.7% | $145,433-55.2% | $137,256-52.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 32.11% | 74.59%-42.5pp | 66.58%-34.5pp | 220.34%-188.2pp |
| Employer contribution / active EE | $1,994 | $4,804-58.5% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $4,482 | $8,216-45.4% | $7,897-43.2% | $6,407-30.0% |
| Admin fee / account holder | $247 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |