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 | $31,067 | $107,334-71.1% | $92,893-66.6% | $152,861-79.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 25.03% | 145.58%-120.6pp | 109.41%-84.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,085 | $4,221-26.9% | $3,653-15.5% | $4,762-35.2% |
| Participant deferral / active EE | $4,760 | $4,845-1.8% | $4,236+12.4% | $5,850-18.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |