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 | $45,343 | $185,822-75.6% | $169,993-73.3% | $139,434-67.5% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 27.07% | 60.50%-33.4pp | 53.37%-26.3pp | 372.94%-345.9pp |
| Employer contribution / active EE | $5,431 | $7,590-28.4% | $6,785-20.0% | $4,751+14.3% |
| Participant deferral / active EE | $7,990 | $11,622-31.3% | $10,408-23.2% | $6,710+19.1% |
| Admin fee / account holder | $268 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |