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 | $63,254 | $163,101-61.2% | $136,749-53.7% | $142,382-55.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 27.54%-11.8pp | 24.33%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,592 | $4,117-37.0% | $3,400-23.8% | $4,299-39.7% |
| Participant deferral / active EE | $3,881 | $5,585-30.5% | $4,692-17.3% | $6,507-40.4% |
| Admin fee / account holder | $80 | $14,318-99.4% | $11,386-99.3% | $12,624-99.4% |