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 | $33,894 | $159,901-78.8% | $146,958-76.9% | $145,922-76.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 28.39% | 98.13%-69.7pp | 418.34%-389.9pp | 561.29%-532.9pp |
| Employer contribution / active EE | $2,864 | $5,286-45.8% | $4,933-41.9% | $4,660-38.5% |
| Participant deferral / active EE | $5,127 | $8,428-39.2% | $8,070-36.5% | $6,688-23.3% |
| Admin fee / account holder | $146 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |