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 | $92,124 | $111,754-17.6% | $103,333-10.8% | $145,922-36.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.69% | 24.77%-6.1pp | 24.88%-6.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $12,688 | $4,212+201.2% | $3,868+228.0% | $4,660+172.3% |
| Participant deferral / active EE | $9,010 | $5,619+60.4% | $5,057+78.1% | $6,688+34.7% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |