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 | $68,322 | $105,126-35.0% | $94,646-27.8% | $139,434-51.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 38.03%-16.5pp | 156.71%-135.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,788 | $4,106-56.4% | $3,672-51.3% | $4,751-62.4% |
| Participant deferral / active EE | $6,688 | $7,599-12.0% | $7,418-9.8% | $6,710-0.3% |
| Admin fee / account holder | $29 | $8,984-99.7% | $7,231-99.6% | $11,403-99.7% |