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 | $65,098 | $148,978-56.3% | $200,582-67.5% | $84,808-23.2% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 52.93% | 28.16%+24.8pp | 42.33%+10.6pp | 40.90%+12.0pp |
| Employer contribution / active EE | $2,168 | $4,815-55.0% | $6,419-66.2% | $2,631-17.6% |
| Participant deferral / active EE | $4,484 | $7,142-37.2% | $9,331-51.9% | $4,212+6.5% |
| Admin fee / account holder | $46 | $13,977-99.7% | $16,305-99.7% | $7,344-99.4% |