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 | $80,143 | $201,272-60.2% | $184,203-56.5% | $145,922-45.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.01% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,857 | $7,022-59.3% | $6,427-55.6% | $4,660-38.7% |
| Participant deferral / active EE | $3,960 | $9,806-59.6% | $9,131-56.6% | $6,688-40.8% |
| Admin fee / account holder | $13 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |