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 | $127,548 | $183,592-30.5% | $155,567-18.0% | $145,959-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $12,111 | $5,315+127.9% | $4,674+159.1% | $4,661+159.8% |
| Participant deferral / active EE | $6,436 | $6,464-0.4% | $5,628+14.4% | $6,689-3.8% |
| Admin fee / account holder | $252 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |