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 | $39,403 | $78,672-49.9% | $109,143-63.9% | $85,850-54.1% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 12.54% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $5,696 | $2,735+108.3% | $3,722+53.0% | $2,565+122.1% |
| Participant deferral / active EE | $5,686 | $3,467+64.0% | $4,653+22.2% | $3,952+43.9% |
| Admin fee / account holder | $300 | $5,469-94.5% | $6,752-95.6% | $6,260-95.2% |