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 | $148,727 | $89,355+66.4% | $141,162+5.4% | $72,985+103.8% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 23.96% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $6,612 | $3,114+112.3% | $4,735+39.6% | $2,440+171.0% |
| Participant deferral / active EE | $12,018 | $5,418+121.8% | $6,709+79.1% | $3,607+233.2% |
| Admin fee / account holder | $243 | $5,958-95.9% | $10,261-97.6% | $5,124-95.3% |