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 | $104,042 | $209,336-50.3% | $197,124-47.2% | $137,256-24.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 12.97% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,791 | $6,591-42.5% | $6,227-39.1% | $4,156-8.8% |
| Participant deferral / active EE | $7,663 | $9,614-20.3% | $9,135-16.1% | $6,407+19.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |