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 | $32,199 | $152,587-78.9% | $125,175-74.3% | $152,861-78.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 49.26% | 54.84%-5.6pp | 43.79%+5.5pp | 345.32%-296.1pp |
| Employer contribution / active EE | $3,326 | $4,946-32.7% | $3,865-13.9% | $4,762-30.2% |
| Participant deferral / active EE | $12,199 | $5,868+107.9% | $4,937+147.1% | $5,850+108.5% |
| Admin fee / account holder | $91 | $13,434-99.3% | $9,702-99.1% | $11,596-99.2% |