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 | $123,206 | $214,378-42.5% | $200,582-38.6% | $142,382-13.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.36% | 46.41%-26.0pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $7,007 | $6,841+2.4% | $6,419+9.2% | $4,299+63.0% |
| Participant deferral / active EE | $8,140 | $9,865-17.5% | $9,331-12.8% | $6,507+25.1% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |