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 | $27,239 | $107,334-74.6% | $92,893-70.7% | $152,861-82.2% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 22.29% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,586 | $4,221-62.4% | $3,653-56.6% | $4,762-66.7% |
| Participant deferral / active EE | $8,702 | $4,845+79.6% | $4,236+105.4% | $5,850+48.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |