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 | $31,375 | $114,381-72.6% | $107,525-70.8% | $142,382-78.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.15% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,588 | $4,015+89.0% | $3,754+102.1% | $4,299+76.5% |
| Participant deferral / active EE | $5,692 | $5,564+2.3% | $5,116+11.3% | $6,507-12.5% |
| Admin fee / account holder | $144 | $9,860-98.5% | $8,919-98.4% | $12,624-98.9% |