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 | $22,412 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 223.49% | 64.32%+159.2pp | 71.39%+152.1pp | 345.32%-121.8pp |
| Employer contribution / active EE | $1,439 | $5,261-72.6% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $11,287 | $7,109+58.8% | $6,709+68.2% | $5,850+92.9% |
| Admin fee / account holder | $82 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |