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 | $118,510 | $117,841+0.6% | $102,423+15.7% | $145,922-18.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.31% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,224 | $3,615+16.9% | $3,023+39.7% | $4,660-9.3% |
| Participant deferral / active EE | $14,409 | $5,731+151.4% | $5,053+185.2% | $6,688+115.5% |
| Admin fee / account holder | $5 | $13,326-100.0% | $9,451-99.9% | $13,397-100.0% |