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 | $100,545 | $177,572-43.4% | $154,803-35.0% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,772 | $4,810-42.4% | $4,305-35.6% | $4,299-35.5% |
| Participant deferral / active EE | $7,300 | $6,272+16.4% | $5,540+31.8% | $6,507+12.2% |
| Admin fee / account holder | $112 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |