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 | $40,625 | $90,348-55.0% | $75,972-46.5% | $145,922-72.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 12.73% | 620.88%-608.1pp | 359.55%-346.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,998 | $3,311-39.7% | $2,685-25.6% | $4,660-57.1% |
| Participant deferral / active EE | $5,718 | $5,162+10.8% | $4,255+34.4% | $6,688-14.5% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |