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 | $104,655 | $102,966+1.6% | $90,281+15.9% | $152,861-31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.16% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,500 | $3,139+107.1% | $2,854+127.7% | $4,762+36.5% |
| Participant deferral / active EE | $13,000 | $4,281+203.6% | $3,885+234.6% | $5,850+122.2% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |