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 | $42,391 | $209,336-79.7% | $197,124-78.5% | $137,256-69.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 11.99% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,990 | $6,591-69.8% | $6,227-68.0% | $4,156-52.1% |
| Participant deferral / active EE | $3,293 | $9,614-65.7% | $9,135-63.9% | $6,407-48.6% |
| Admin fee / account holder | $89 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |