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 | $75,980 | $162,781-53.3% | $133,956-43.3% | $158,922-52.2% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 25.60% | 41.94%-16.3pp | 45.09%-19.5pp | 302.83%-277.2pp |
| Employer contribution / active EE | $3,638 | $4,975-26.9% | $3,919-7.2% | $4,761-23.6% |
| Participant deferral / active EE | $11,639 | $5,911+96.9% | $5,048+130.6% | $5,982+94.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |