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 | $49,298 | $157,256-68.7% | $141,162-65.1% | $152,861-67.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 30.50% | 64.32%-33.8pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,704 | $5,261-48.6% | $4,735-42.9% | $4,762-43.2% |
| Participant deferral / active EE | $10,027 | $7,109+41.0% | $6,709+49.5% | $5,850+71.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |