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 | $66,823 | $100,773-33.7% | $88,946-24.9% | $142,382-53.1% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 10.99% | 70.18%-59.2pp | 57.82%-46.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,263 | $2,918+80.4% | $2,555+106.0% | $4,299+22.4% |
| Participant deferral / active EE | $5,707 | $5,230+9.1% | $4,581+24.6% | $6,507-12.3% |
| Admin fee / account holder | $2 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |