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 | $23,669 | $115,770-79.6% | $101,248-76.6% | $158,922-85.1% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 29.99% | 56.14%-26.2pp | 46.47%-16.5pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,491 | $4,175-64.3% | $3,660-59.3% | $4,761-68.7% |
| Participant deferral / active EE | $5,487 | $4,957+10.7% | $4,370+25.6% | $5,982-8.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |