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 | $79,728 | $161,352-50.6% | $134,172-40.6% | $137,256-41.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 22.45% | 28.72%-6.3pp | 25.30%-2.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,132 | $4,099-23.6% | $3,420-8.4% | $4,156-24.7% |
| Participant deferral / active EE | $3,725 | $5,552-32.9% | $4,690-20.6% | $6,407-41.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |