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 | $47,089 | $114,381-58.8% | $107,525-56.2% | $142,382-66.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 16.66% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,819 | $4,015-29.8% | $3,754-24.9% | $4,299-34.4% |
| Participant deferral / active EE | $7,415 | $5,564+33.3% | $5,116+44.9% | $6,507+14.0% |
| Admin fee / account holder | $186 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |