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 | $35,504 | $94,338-62.4% | $100,534-64.7% | $142,382-75.1% |
| Participation rate | 93.3% | 81.7%+11.6pp | 80.6%+12.7pp | 80.1%+13.2pp |
| Annual return | 16.26% | 29.20%-12.9pp | 32.66%-16.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,865 | $4,237-32.4% | $4,346-34.1% | $4,299-33.4% |
| Participant deferral / active EE | $2,655 | $5,934-55.3% | $6,144-56.8% | $6,507-59.2% |
| Admin fee / account holder | $61 | $8,421-99.3% | $7,654-99.2% | $12,624-99.5% |