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 | $35,010 | $159,901-78.1% | $146,958-76.2% | $145,922-76.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 16.91% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,821 | $5,286-46.6% | $4,933-42.8% | $4,660-39.4% |
| Participant deferral / active EE | $7,603 | $8,428-9.8% | $8,070-5.8% | $6,688+13.7% |
| Admin fee / account holder | $118 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |