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 | $63,703 | $114,381-44.3% | $107,525-40.8% | $142,382-55.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.11% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,617 | $4,015-59.7% | $3,754-56.9% | $4,299-62.4% |
| Participant deferral / active EE | $5,321 | $5,564-4.4% | $5,116+4.0% | $6,507-18.2% |
| Admin fee / account holder | $15 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |