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 | $63,009 | $209,832-70.0% | $189,513-66.8% | $167,490-62.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.88% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,607 | $6,914-62.3% | $6,162-57.7% | $4,837-46.1% |
| Participant deferral / active EE | $7,617 | $8,935-14.8% | $8,221-7.3% | $6,341+20.1% |
| Admin fee / account holder | $286 | $14,293-98.0% | $12,045-97.6% | $12,309-97.7% |