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 | $48,858 | $152,587-68.0% | $125,175-61.0% | $152,861-68.0% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 36.34% | 54.84%-18.5pp | 43.79%-7.4pp | 345.32%-309.0pp |
| Employer contribution / active EE | $3,234 | $4,946-34.6% | $3,865-16.3% | $4,762-32.1% |
| Participant deferral / active EE | $10,715 | $5,868+82.6% | $4,937+117.0% | $5,850+83.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |