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 | $46,991 | $133,922-64.9% | $116,228-59.6% | $142,382-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 34.12% | 147.76%-113.6pp | 90.06%-55.9pp | 217.08%-183.0pp |
| Employer contribution / active EE | $6,307 | $3,446+83.1% | $2,994+110.6% | $4,299+46.7% |
| Participant deferral / active EE | $8,396 | $5,672+48.0% | $4,953+69.5% | $6,507+29.0% |
| Admin fee / account holder | $50 | $14,945-99.7% | $11,989-99.6% | $12,624-99.6% |