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 | $56,373 | $201,272-72.0% | $184,203-69.4% | $145,922-61.4% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 17.82% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,481 | $7,022-7.7% | $6,427+0.8% | $4,660+39.1% |
| Participant deferral / active EE | $8,887 | $9,806-9.4% | $9,131-2.7% | $6,688+32.9% |
| Admin fee / account holder | $223 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |