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 | $25,889 | $112,881-77.1% | $90,951-71.5% | $158,922-83.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 24.93% | 215.79%-190.9pp | 134.60%-109.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,497 | $2,893-48.3% | $2,122-29.5% | $4,761-68.6% |
| Participant deferral / active EE | $5,042 | $4,128+22.2% | $3,373+49.5% | $5,982-15.7% |
| Admin fee / account holder | $81 | $8,041-99.0% | $5,959-98.6% | $11,246-99.3% |