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 | $69,216 | $159,901-56.7% | $146,958-52.9% | $145,922-52.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.65% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,389 | $5,286-35.9% | $4,933-31.3% | $4,660-27.3% |
| Participant deferral / active EE | $6,073 | $8,428-27.9% | $8,070-24.7% | $6,688-9.2% |
| Admin fee / account holder | $13 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |