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 | $41,609 | $176,056-76.4% | $159,436-73.9% | $167,490-75.2% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 31.00% | 331.75%-300.7pp | 263.57%-232.6pp | 478.56%-447.6pp |
| Employer contribution / active EE | $3,934 | $5,297-25.7% | $4,829-18.5% | $4,837-18.7% |
| Participant deferral / active EE | $9,338 | $7,750+20.5% | $7,352+27.0% | $6,341+47.3% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |