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 | $69,055 | $61,774+11.8% | $97,226-29.0% | $80,856-14.6% |
| Participation rate | 96.9% | 63.5%+33.4pp | 72.7%+24.2pp | 67.6%+29.2pp |
| Annual return | 14.63% | -557.90%+572.5pp | 75.13%-60.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,952 | $1,837+60.7% | $2,729+8.2% | $2,755+7.2% |
| Participant deferral / active EE | $6,506 | $3,029+114.8% | $4,264+52.6% | $4,296+51.4% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |