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 | $64,190 | $177,572-63.9% | $154,803-58.5% | $142,382-54.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.18% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,383 | $4,810-50.5% | $4,305-44.7% | $4,299-44.6% |
| Participant deferral / active EE | $6,081 | $6,272-3.0% | $5,540+9.8% | $6,507-6.5% |
| Admin fee / account holder | $191 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |