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 | $50,119 | $111,754-55.2% | $103,333-51.5% | $145,922-65.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.34% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,686 | $4,212-36.2% | $3,868-30.6% | $4,660-42.4% |
| Participant deferral / active EE | $4,587 | $5,619-18.4% | $5,057-9.3% | $6,688-31.4% |
| Admin fee / account holder | $250 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |