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 | $31,824 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 31.64% | 64.32%-32.7pp | 71.39%-39.7pp | 345.32%-313.7pp |
| Employer contribution / active EE | $3,723 | $5,261-29.2% | $4,735-21.4% | $4,762-21.8% |
| Participant deferral / active EE | $10,789 | $7,109+51.8% | $6,709+60.8% | $5,850+84.4% |
| Admin fee / account holder | $169 | $12,120-98.6% | $10,261-98.4% | $11,596-98.5% |