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 | $52,945 | $217,402-75.6% | $185,823-71.5% | $167,490-68.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.02% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $4,588 | $5,873-21.9% | $5,167-11.2% | $4,837-5.2% |
| Participant deferral / active EE | $8,511 | $6,356+33.9% | $5,568+52.9% | $6,341+34.2% |
| Admin fee / account holder | $240 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |