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 | $50,384 | $148,534-66.1% | $135,903-62.9% | $139,434-63.9% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 19.64% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,605 | $5,243-50.3% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $7,915 | $8,100-2.3% | $7,758+2.0% | $6,710+18.0% |
| Admin fee / account holder | $296 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |