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 | $88,787 | $108,919-18.5% | $100,391-11.6% | $145,922-39.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 57.88%-43.2pp | 49.20%-34.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,242 | $4,419-49.3% | $3,942-43.1% | $4,660-51.9% |
| Participant deferral / active EE | $8,219 | $8,445-2.7% | $8,082+1.7% | $6,688+22.9% |
| Admin fee / account holder | $40 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |