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 | $67,617 | $157,256-57.0% | $141,162-52.1% | $152,861-55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 63.44% | 64.32%-0.9pp | 71.39%-8.0pp | 345.32%-281.9pp |
| Employer contribution / active EE | $4,903 | $5,261-6.8% | $4,735+3.5% | $4,762+3.0% |
| Participant deferral / active EE | $6,136 | $7,109-13.7% | $6,709-8.5% | $5,850+4.9% |
| Admin fee / account holder | $220 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |