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 | $81,226 | $107,334-24.3% | $92,893-12.6% | $152,861-46.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 29.47% | 145.58%-116.1pp | 109.41%-79.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $3,388 | $4,221-19.7% | $3,653-7.3% | $4,762-28.9% |
| Participant deferral / active EE | $9,539 | $4,845+96.9% | $4,236+125.2% | $5,850+63.1% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |