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 | $78,161 | $185,822-57.9% | $169,993-54.0% | $139,434-43.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.36% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,566 | $7,590-66.2% | $6,785-62.2% | $4,751-46.0% |
| Participant deferral / active EE | $4,906 | $11,622-57.8% | $10,408-52.9% | $6,710-26.9% |
| Admin fee / account holder | $280 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |