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 | $60,723 | $175,202-65.3% | $149,673-59.4% | $139,434-56.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $8,287 | $5,474+51.4% | $4,818+72.0% | $4,751+74.4% |
| Participant deferral / active EE | $6,456 | $6,519-1.0% | $5,680+13.7% | $6,710-3.8% |
| Admin fee / account holder | $253 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |