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 | $69,412 | $176,056-60.6% | $159,436-56.5% | $167,490-58.6% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 21.80% | 331.75%-309.9pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $3,340 | $5,297-36.9% | $4,829-30.8% | $4,837-30.9% |
| Participant deferral / active EE | $8,889 | $7,750+14.7% | $7,352+20.9% | $6,341+40.2% |
| Admin fee / account holder | $5 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |