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 9-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 | $55,869 | $157,256-64.5% | $141,162-60.4% | $152,861-63.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.98% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,320 | $5,261-17.9% | $4,735-8.8% | $4,762-9.3% |
| Participant deferral / active EE | $8,493 | $7,109+19.5% | $6,709+26.6% | $5,850+45.2% |
| Admin fee / account holder | $42 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |