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 | $41,444 | $183,963-77.5% | $162,163-74.4% | $152,861-72.9% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 23.65% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,726 | $6,371-72.9% | $5,614-69.2% | $4,762-63.7% |
| Participant deferral / active EE | $3,409 | $8,034-57.6% | $7,298-53.3% | $5,850-41.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |