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 | $23,918 | $74,888-68.1% | $71,209-66.4% | $142,382-83.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 17.80% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,194 | $2,854-58.2% | $2,721-56.1% | $4,299-72.2% |
| Participant deferral / active EE | $2,929 | $4,454-34.3% | $4,175-29.9% | $6,507-55.0% |
| Admin fee / account holder | $48 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |