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 | $34,057 | $152,587-77.7% | $125,175-72.8% | $152,861-77.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 27.12% | 54.84%-27.7pp | 43.79%-16.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,149 | $4,946-36.3% | $3,865-18.5% | $4,762-33.9% |
| Participant deferral / active EE | $6,353 | $5,868+8.3% | $4,937+28.7% | $5,850+8.6% |
| Admin fee / account holder | $17 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |