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 | $27,332 | $157,256-82.6% | $141,162-80.6% | $152,861-82.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 32.12% | 64.32%-32.2pp | 71.39%-39.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,769 | $5,261-66.4% | $4,735-62.6% | $4,762-62.9% |
| Participant deferral / active EE | $3,297 | $7,109-53.6% | $6,709-50.9% | $5,850-43.6% |
| Admin fee / account holder | $142 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |