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 | $64,832 | $176,056-63.2% | $159,436-59.3% | $167,490-61.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.02% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $13,234 | $5,297+149.8% | $4,829+174.0% | $4,837+173.6% |
| Participant deferral / active EE | $10,178 | $7,750+31.3% | $7,352+38.4% | $6,341+60.5% |
| Admin fee / account holder | $222 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |