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 | $106,749-10.0% | $145,433-34.0% | $82,448+16.5% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 19.30% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,013 | $3,444-12.5% | $4,554-33.8% | $2,551+18.1% |
| Participant deferral / active EE | $9,047 | $6,519+38.8% | $7,897+14.6% | $4,139+118.6% |
| Admin fee / account holder | $230 | $8,390-97.3% | $13,129-98.2% | $7,234-96.8% |