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 | $55,311 | $105,126-47.4% | $94,646-41.6% | $139,434-60.3% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 25.23% | 38.03%-12.8pp | 156.71%-131.5pp | 372.94%-347.7pp |
| Employer contribution / active EE | $3,835 | $4,106-6.6% | $3,672+4.4% | $4,751-19.3% |
| Participant deferral / active EE | $9,689 | $7,599+27.5% | $7,418+30.6% | $6,710+44.4% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |