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 | $94,672 | $209,411-54.8% | $178,490-47.0% | $158,922-40.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.88% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $10,139 | $5,706+77.7% | $5,011+102.4% | $4,761+113.0% |
| Participant deferral / active EE | $7,400 | $5,954+24.3% | $5,202+42.3% | $5,982+23.7% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |