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 | $39,759 | $165,335-76.0% | $149,696-73.4% | $158,922-75.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 26.08% | 348.15%-322.1pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,674 | $5,103-67.2% | $4,644-64.0% | $4,761-64.8% |
| Participant deferral / active EE | $10,893 | $7,181+51.7% | $6,842+59.2% | $5,982+82.1% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |