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 | $23,402 | $107,334-78.2% | $92,893-74.8% | $152,861-84.7% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 16.23% | 145.58%-129.3pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,960 | $4,221-6.2% | $3,653+8.4% | $4,762-16.8% |
| Participant deferral / active EE | $4,113 | $4,845-15.1% | $4,236-2.9% | $5,850-29.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |