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 | $96,051 | $109,881-12.6% | $150,045-36.0% | $84,808+13.3% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 19.30% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,013 | $3,561-15.4% | $4,693-35.8% | $2,631+14.5% |
| Participant deferral / active EE | $9,047 | $6,636+36.3% | $7,997+13.1% | $4,212+114.8% |
| Admin fee / account holder | $230 | $8,568-97.3% | $13,435-98.3% | $7,344-96.9% |