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 | $56,632 | $217,402-74.0% | $185,823-69.5% | $167,490-66.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.53% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $6,569 | $5,873+11.8% | $5,167+27.1% | $4,837+35.8% |
| Participant deferral / active EE | $3,823 | $6,356-39.9% | $5,568-31.3% | $6,341-39.7% |
| Admin fee / account holder | $243 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |