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 | $44,845 | $105,181-57.4% | $159,436-71.9% | $85,850-47.8% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 63.42% | 45.07%+18.3pp | 263.57%-200.1pp | 318.53%-255.1pp |
| Employer contribution / active EE | $3,314 | $3,318-0.1% | $4,829-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $10,255 | $5,945+72.5% | $7,352+39.5% | $3,952+159.5% |
| Admin fee / account holder | $239 | $6,933-96.5% | $10,799-97.8% | $6,260-96.2% |