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 | $50,598 | $81,632-38.0% | $70,449-28.2% | $158,922-68.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.68% | 208.40%-186.7pp | 109.03%-87.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,773 | $3,217+48.3% | $2,737+74.4% | $4,761+0.2% |
| Participant deferral / active EE | $8,847 | $4,554+94.3% | $3,709+138.5% | $5,982+47.9% |
| Admin fee / account holder | $174 | $6,193-97.2% | $3,845-95.5% | $11,246-98.5% |