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 | $27,494 | $115,770-76.3% | $101,248-72.8% | $158,922-82.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 19.85% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,799 | $4,175-32.9% | $3,660-23.5% | $4,761-41.2% |
| Participant deferral / active EE | $4,063 | $4,957-18.0% | $4,370-7.0% | $5,982-32.1% |
| Admin fee / account holder | $74 | $7,245-99.0% | $5,945-98.8% | $11,246-99.3% |