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 | $39,657 | $109,413-63.8% | $156,263-74.6% | $84,808-53.2% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 366.14% | 20.18%+346.0pp | 59.47%+306.7pp | 40.90%+325.2pp |
| Employer contribution / active EE | $2,355 | $2,907-19.0% | $4,333-45.7% | $2,631-10.5% |
| Participant deferral / active EE | $4,404 | $4,590-4.0% | $6,158-28.5% | $4,212+4.6% |
| Admin fee / account holder | $194 | $9,357-97.9% | $14,255-98.6% | $7,344-97.4% |