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 9-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 | $63,298 | $149,734-57.7% | $118,925-46.8% | $158,922-60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.35% | 19.95%+3.4pp | 35.88%-12.5pp | 302.83%-279.5pp |
| Employer contribution / active EE | $13,244 | $4,115+221.8% | $3,263+305.9% | $4,761+178.2% |
| Participant deferral / active EE | $7,674 | $5,223+46.9% | $4,265+79.9% | $5,982+28.3% |
| Admin fee / account holder | $19 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |