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 | $189,728 | $81,632+132.4% | $70,449+169.3% | $158,922+19.4% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 26.45% | 208.40%-182.0pp | 109.03%-82.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,881 | $3,217-10.4% | $2,737+5.3% | $4,761-39.5% |
| Participant deferral / active EE | $7,778 | $4,554+70.8% | $3,709+109.7% | $5,982+30.0% |
| Admin fee / account holder | $17 | $6,193-99.7% | $3,845-99.6% | $11,246-99.8% |