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 | $50,195 | $127,065-60.5% | $113,168-55.6% | $142,382-64.7% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 40.42% | 24.03%+16.4pp | 24.27%+16.2pp | 217.08%-176.7pp |
| Employer contribution / active EE | $2,479 | $3,442-28.0% | $2,975-16.7% | $4,299-42.3% |
| Participant deferral / active EE | $8,258 | $5,716+44.5% | $5,107+61.7% | $6,507+26.9% |
| Admin fee / account holder | $10 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |