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 | $50,164 | $217,402-76.9% | $185,823-73.0% | $167,490-70.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 17.30% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,812 | $5,873-69.1% | $5,167-64.9% | $4,837-62.5% |
| Participant deferral / active EE | $3,727 | $6,356-41.4% | $5,568-33.1% | $6,341-41.2% |
| Admin fee / account holder | $86 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |