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 | $62,809 | $102,616-38.8% | $81,983-23.4% | $158,922-60.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 26.18% | 61.04%-34.9pp | 41.31%-15.1pp | 302.83%-276.6pp |
| Employer contribution / active EE | $6,057 | $3,240+86.9% | $2,498+142.5% | $4,761+27.2% |
| Participant deferral / active EE | $13,479 | $4,648+190.0% | $3,722+262.1% | $5,982+125.3% |
| Admin fee / account holder | $7 | $8,235-99.9% | $5,664-99.9% | $11,246-99.9% |