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 | $34,010 | $228,332-85.1% | $185,823-81.7% | $158,922-78.6% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 22.24% | 40.80%-18.6pp | 35.95%-13.7pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,741 | $4,967-44.8% | $4,087-32.9% | $4,761-42.4% |
| Participant deferral / active EE | $4,656 | $6,415-27.4% | $5,632-17.3% | $5,982-22.2% |
| Admin fee / account holder | $150 | $11,864-98.7% | $9,500-98.4% | $11,246-98.7% |