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 | $49,936 | $115,770-56.9% | $101,248-50.7% | $158,922-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.12% | 56.14%-21.0pp | 46.47%-11.4pp | 302.83%-267.7pp |
| Employer contribution / active EE | $4,153 | $4,175-0.5% | $3,660+13.5% | $4,761-12.8% |
| Participant deferral / active EE | $17,228 | $4,957+247.5% | $4,370+294.2% | $5,982+188.0% |
| Admin fee / account holder | $152 | $7,245-97.9% | $5,945-97.4% | $11,246-98.7% |