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 | $27,783 | $117,983-76.5% | $101,794-72.7% | $142,382-80.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.65% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,230 | $2,773-19.6% | $2,289-2.6% | $4,299-48.1% |
| Participant deferral / active EE | $7,717 | $4,714+63.7% | $4,084+89.0% | $6,507+18.6% |
| Admin fee / account holder | $127 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |