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 | $52,373 | $149,040-64.9% | $120,225-56.4% | $137,256-61.8% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 18.06% | 605.68%-587.6pp | 439.23%-421.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,286 | $4,350-24.5% | $3,475-5.4% | $4,156-20.9% |
| Participant deferral / active EE | $6,166 | $4,655+32.5% | $3,999+54.2% | $6,407-3.8% |
| Admin fee / account holder | $220 | $6,348-96.5% | $5,696-96.1% | $12,270-98.2% |