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 9-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 | $108,927 | $118,849-8.3% | $96,562+12.8% | $167,490-35.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 34.12% | 50.49%-16.4pp | 37.78%-3.7pp | 478.56%-444.4pp |
| Employer contribution / active EE | $1,131 | $3,120-63.8% | $2,356-52.0% | $4,837-76.6% |
| Participant deferral / active EE | $3,498 | $4,616-24.2% | $3,849-9.1% | $6,341-44.8% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |