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 | $39,623 | $165,335-76.0% | $149,696-73.5% | $158,922-75.1% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 143.57% | 348.15%-204.6pp | 276.60%-133.0pp | 302.83%-159.3pp |
| Employer contribution / active EE | $2,561 | $5,103-49.8% | $4,644-44.9% | $4,761-46.2% |
| Participant deferral / active EE | $7,844 | $7,181+9.2% | $6,842+14.6% | $5,982+31.1% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |