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 | $31,854 | $180,449-82.3% | $154,107-79.3% | $135,375-76.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | 3.36% | 888.09%-884.7pp | 735.12%-731.8pp | 519.73%-516.4pp |
| Employer contribution / active EE | $2,784 | $6,035-53.9% | $5,298-47.5% | $4,779-41.7% |
| Participant deferral / active EE | $5,914 | $5,806+1.9% | $5,081+16.4% | $5,609+5.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |