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 | $34,294 | $96,484-64.5% | $75,886-54.8% | $152,861-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 34.55% | 33.98%+0.6pp | 30.76%+3.8pp | 345.32%-310.8pp |
| Employer contribution / active EE | $4,901 | $3,309+48.1% | $2,500+96.0% | $4,762+2.9% |
| Participant deferral / active EE | $10,838 | $4,553+138.0% | $3,603+200.8% | $5,850+85.3% |
| Admin fee / account holder | $4 | $8,078-100.0% | $5,418-99.9% | $11,596-100.0% |