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 | $41,287 | $148,534-72.2% | $135,903-69.6% | $139,434-70.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.11% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,439 | $5,243-53.5% | $4,856-49.8% | $4,751-48.7% |
| Participant deferral / active EE | $6,946 | $8,100-14.2% | $7,758-10.5% | $6,710+3.5% |
| Admin fee / account holder | $150 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |