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 | $36,328 | $159,602-77.2% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,342 | $4,961-52.8% | $4,693-50.1% | $4,299-45.5% |
| Participant deferral / active EE | $5,860 | $8,310-29.5% | $7,997-26.7% | $6,507-9.9% |
| Admin fee / account holder | $290 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |