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 | $74,031 | $74,888-1.1% | $71,209+4.0% | $142,382-48.0% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 17.81% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,497 | $2,854+197.7% | $2,721+212.3% | $4,299+97.6% |
| Participant deferral / active EE | $4,994 | $4,454+12.1% | $4,175+19.6% | $6,507-23.3% |
| Admin fee / account holder | $133 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |