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 | $213,984 | $69,207+209.2% | $64,056+234.1% | $139,434+53.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 32.05% | 45.88%-13.8pp | 33.69%-1.6pp | 372.94%-340.9pp |
| Employer contribution / active EE | $5,919 | $3,182+86.0% | $2,747+115.5% | $4,751+24.6% |
| Participant deferral / active EE | $14,241 | $4,682+204.2% | $3,880+267.0% | $6,710+112.2% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |