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 | $21,996 | $157,256-86.0% | $141,162-84.4% | $152,861-85.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 281.16% | 64.32%+216.8pp | 71.39%+209.8pp | 345.32%-64.2pp |
| Employer contribution / active EE | $3,959 | $5,261-24.8% | $4,735-16.4% | $4,762-16.9% |
| Participant deferral / active EE | $12,577 | $7,109+76.9% | $6,709+87.5% | $5,850+115.0% |
| Admin fee / account holder | $63 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |