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 | $37,357 | $150,187-75.1% | $120,354-69.0% | $145,922-74.4% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 17.72% | 154.07%-136.3pp | 107.15%-89.4pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,182 | $4,348-49.8% | $3,463-37.0% | $4,660-53.2% |
| Participant deferral / active EE | $2,967 | $6,173-51.9% | $4,991-40.5% | $6,688-55.6% |
| Admin fee / account holder | $164 | $12,207-98.7% | $9,423-98.3% | $13,397-98.8% |