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 | $83,334 | $127,065-34.4% | $113,168-26.4% | $142,382-41.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.15% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,638 | $3,442+63.8% | $2,975+89.5% | $4,299+31.1% |
| Participant deferral / active EE | $8,025 | $5,716+40.4% | $5,107+57.1% | $6,507+23.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |