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 | $60,412 | $157,256-61.6% | $141,162-57.2% | $152,861-60.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 24.00% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,288 | $5,261-56.5% | $4,735-51.7% | $4,762-52.0% |
| Participant deferral / active EE | $7,748 | $7,109+9.0% | $6,709+15.5% | $5,850+32.4% |
| Admin fee / account holder | $176 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |