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 | $32,459 | $185,822-82.5% | $169,993-80.9% | $139,434-76.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.25% | 60.50%-34.3pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $4,298 | $7,590-43.4% | $6,785-36.7% | $4,751-9.5% |
| Participant deferral / active EE | $7,556 | $11,622-35.0% | $10,408-27.4% | $6,710+12.6% |
| Admin fee / account holder | $109 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |