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 | $39,963 | $88,751-55.0% | $81,812-51.2% | $145,922-72.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.85% | 1025.40%-1010.6pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,945 | $3,083-36.9% | $2,912-33.2% | $4,660-58.3% |
| Participant deferral / active EE | $3,069 | $4,643-33.9% | $4,319-28.9% | $6,688-54.1% |
| Admin fee / account holder | $190 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |