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 | $39,373 | $183,519-78.5% | $155,509-74.7% | $145,922-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,904 | $5,313-45.3% | $4,672-37.9% | $4,660-37.7% |
| Participant deferral / active EE | $7,543 | $6,462+16.7% | $5,626+34.1% | $6,688+12.8% |
| Admin fee / account holder | $249 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |