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 | $161,278 | $72,071+123.8% | $68,368+135.9% | $137,256+17.5% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 18.48% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,289 | $2,788-17.9% | $2,649-13.6% | $4,156-44.9% |
| Participant deferral / active EE | $8,697 | $4,410+97.2% | $4,123+110.9% | $6,407+35.7% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |