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 | $232,809 | $100,773+131.0% | $88,946+161.7% | $142,382+63.5% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 15.31% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,016 | $2,918-30.9% | $2,555-21.1% | $4,299-53.1% |
| Participant deferral / active EE | $9,526 | $5,230+82.1% | $4,581+107.9% | $6,507+46.4% |
| Admin fee / account holder | $207 | $9,693-97.9% | $8,261-97.5% | $12,624-98.4% |