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 | $26,855 | $227,553-88.2% | $189,557-85.8% | $167,490-84.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 34.79% | 78.40%-43.6pp | 64.17%-29.4pp | 478.56%-443.8pp |
| Employer contribution / active EE | $1,459 | $5,316-72.6% | $4,412-66.9% | $4,837-69.8% |
| Participant deferral / active EE | $3,510 | $7,002-49.9% | $6,174-43.1% | $6,341-44.6% |
| Admin fee / account holder | $33 | $11,878-99.7% | $9,807-99.7% | $12,309-99.7% |