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 | $33,075 | $102,382-67.7% | $147,005-77.5% | $80,874-59.1% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 40.52% | 134.89%-94.4pp | 418.76%-378.2pp | 35.62%+4.9pp |
| Employer contribution / active EE | $4,166 | $3,715+12.1% | $4,934-15.6% | $2,756+51.2% |
| Participant deferral / active EE | $7,266 | $6,646+9.3% | $8,070-10.0% | $4,297+69.1% |
| Admin fee / account holder | $127 | $7,942-98.4% | $13,006-99.0% | $6,935-98.2% |