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 | $62,943 | $115,770-45.6% | $101,248-37.8% | $158,922-60.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 24.36% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,932 | $4,175-29.8% | $3,660-19.9% | $4,761-38.4% |
| Participant deferral / active EE | $12,555 | $4,957+153.3% | $4,370+187.3% | $5,982+109.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |