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 | $54,758 | $185,822-70.5% | $169,993-67.8% | $139,434-60.7% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 23.62% | 60.50%-36.9pp | 53.37%-29.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $8,195 | $7,590+8.0% | $6,785+20.8% | $4,751+72.5% |
| Participant deferral / active EE | $5,970 | $11,622-48.6% | $10,408-42.6% | $6,710-11.0% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |