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 | $30,141 | $96,484-68.8% | $75,886-60.3% | $152,861-80.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 37.85% | 33.98%+3.9pp | 30.76%+7.1pp | 345.32%-307.5pp |
| Employer contribution / active EE | $1,938 | $3,309-41.4% | $2,500-22.5% | $4,762-59.3% |
| Participant deferral / active EE | $4,899 | $4,553+7.6% | $3,603+36.0% | $5,850-16.3% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |