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 | $28,405 | $98,750-71.2% | $149,696-81.0% | $79,858-64.4% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 19.69% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,178 | $3,216-32.3% | $4,644-53.1% | $2,471-11.9% |
| Participant deferral / active EE | $4,843 | $5,680-14.7% | $6,842-29.2% | $3,740+29.5% |
| Admin fee / account holder | $219 | $6,053-96.4% | $9,309-97.6% | $5,306-95.9% |