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 | $19,321 | $107,334-82.0% | $92,893-79.2% | $152,861-87.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 149.13% | 145.58%+3.5pp | 109.41%+39.7pp | 345.32%-196.2pp |
| Employer contribution / active EE | $1,858 | $4,221-56.0% | $3,653-49.1% | $4,762-61.0% |
| Participant deferral / active EE | $4,926 | $4,845+1.7% | $4,236+16.3% | $5,850-15.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |