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 | $47,965 | $165,335-71.0% | $149,696-68.0% | $158,922-69.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 13.81% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,313 | $5,103-35.1% | $4,644-28.7% | $4,761-30.4% |
| Participant deferral / active EE | $10,556 | $7,181+47.0% | $6,842+54.3% | $5,982+76.5% |
| Admin fee / account holder | $197 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |