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 | $32,950 | $123,909-73.4% | $69,647-52.7% | $145,922-77.4% |
| Participation rate | 72.7% | 69.2%+3.5pp | 66.5%+6.3pp | 80.3%-7.5pp |
| Annual return | 12.36% | 190.55%-178.2pp | 100.48%-88.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,392 | $2,682-10.8% | $1,712+39.7% | $4,660-48.7% |
| Participant deferral / active EE | $4,855 | $4,236+14.6% | $2,886+68.2% | $6,688-27.4% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |