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 | $105,718 | $111,814-5.5% | $93,654+12.9% | $145,959-27.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.53% | 203.30%-189.8pp | 133.34%-119.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $14,556 | $3,092+370.8% | $2,421+501.3% | $4,661+212.3% |
| Participant deferral / active EE | $9,435 | $4,914+92.0% | $4,413+113.8% | $6,689+41.1% |
| Admin fee / account holder | $278 | $10,246-97.3% | $8,282-96.6% | $13,398-97.9% |