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 7-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 | $82,652 | $95,266-13.2% | $82,389+0.3% | $142,382-42.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 16.75% | 25.74%-9.0pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,868 | $2,991+29.3% | $2,517+53.7% | $4,299-10.0% |
| Participant deferral / active EE | $8,415 | $4,809+75.0% | $4,155+102.5% | $6,507+29.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |