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 | $76,310 | $154,228-50.5% | $145,433-47.5% | $137,256-44.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 21.77% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,176 | $4,804-13.1% | $4,554-8.3% | $4,156+0.5% |
| Participant deferral / active EE | $8,532 | $8,216+3.8% | $7,897+8.0% | $6,407+33.2% |
| Admin fee / account holder | $296 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |