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 | $97,927 | $133,922-26.9% | $116,228-15.7% | $142,382-31.2% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.6%+3.7pp | 80.1%-1.9pp |
| Annual return | 22.59% | 147.76%-125.2pp | 90.06%-67.5pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,636 | $3,446+5.5% | $2,994+21.4% | $4,299-15.4% |
| Participant deferral / active EE | $6,144 | $5,672+8.3% | $4,953+24.0% | $6,507-5.6% |
| Admin fee / account holder | $179 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |