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 6-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 | $97,144 | $176,056-44.8% | $159,436-39.1% | $167,490-42.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.63% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $12,029 | $5,297+127.1% | $4,829+149.1% | $4,837+148.7% |
| Participant deferral / active EE | $10,216 | $7,750+31.8% | $7,352+39.0% | $6,341+61.1% |
| Admin fee / account holder | $262 | $12,554-97.9% | $10,799-97.6% | $12,309-97.9% |