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 9-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 | $104,674 | $105,931-1.2% | $81,930+27.8% | $158,922-34.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 22.77% | 38.17%-15.4pp | 29.49%-6.7pp | 302.83%-280.1pp |
| Employer contribution / active EE | $8,809 | $7,800+12.9% | $4,310+104.4% | $4,761+85.0% |
| Participant deferral / active EE | $8,667 | $13,003-33.4% | $7,107+21.9% | $5,982+44.9% |
| Admin fee / account holder | $124 | $8,489-98.5% | $5,158-97.6% | $11,246-98.9% |