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 | $47,815 | $103,376-53.7% | $87,100-45.1% | $152,861-68.7% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 27.63% | 28.10%-0.5pp | 28.19%-0.6pp | 345.32%-317.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,593 | $4,778+79.9% | $4,049+112.2% | $5,850+46.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |