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 | $45,088 | $121,625-62.9% | $104,607-56.9% | $158,922-71.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 19.56% | 465.26%-445.7pp | 340.46%-320.9pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,826 | $3,163-42.3% | $2,681-31.9% | $4,761-61.6% |
| Participant deferral / active EE | $1,826 | $4,177-56.3% | $3,740-51.2% | $5,982-69.5% |
| Admin fee / account holder | $35 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |