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 | $132,857 | $165,335-19.6% | $149,696-11.2% | $158,922-16.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 19.36% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $22,234 | $5,103+335.7% | $4,644+378.7% | $4,761+367.0% |
| Participant deferral / active EE | $13,219 | $7,181+84.1% | $6,842+93.2% | $5,982+121.0% |
| Admin fee / account holder | $273 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |