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 | $23,830 | $109,817-78.3% | $98,442-75.8% | $167,490-85.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 16.72% | 1956.69%-1940.0pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,188 | $3,224-32.1% | $2,960-26.1% | $4,837-54.8% |
| Participant deferral / active EE | $5,699 | $4,673+22.0% | $4,276+33.3% | $6,341-10.1% |
| Admin fee / account holder | $104 | $6,753-98.5% | $5,949-98.2% | $12,309-99.2% |