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 | $37,477 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.64% | 74.59%-38.9pp | 66.58%-30.9pp | 220.34%-184.7pp |
| Employer contribution / active EE | $9,103 | $4,804+89.5% | $4,554+99.9% | $4,156+119.0% |
| Participant deferral / active EE | $16,144 | $8,216+96.5% | $7,897+104.4% | $6,407+152.0% |
| Admin fee / account holder | $195 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |