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 | $146,460 | $117,841+24.3% | $102,423+43.0% | $145,922+0.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $10,650 | $3,615+194.6% | $3,023+252.3% | $4,660+128.6% |
| Participant deferral / active EE | $7,945 | $5,731+38.6% | $5,053+57.2% | $6,688+18.8% |
| Admin fee / account holder | $8 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |