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 | $49,230 | $176,812-72.2% | $146,665-66.4% | $167,490-70.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.83% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,335 | $5,160-74.1% | $4,136-67.7% | $4,837-72.4% |
| Participant deferral / active EE | $7,002 | $6,440+8.7% | $5,506+27.2% | $6,341+10.4% |
| Admin fee / account holder | $15 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |