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 | $65,461 | $157,256-58.4% | $141,162-53.6% | $152,861-57.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 301.10% | 64.32%+236.8pp | 71.39%+229.7pp | 345.32%-44.2pp |
| Employer contribution / active EE | $4,713 | $5,261-10.4% | $4,735-0.5% | $4,762-1.0% |
| Participant deferral / active EE | $9,412 | $7,109+32.4% | $6,709+40.3% | $5,850+60.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |