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 | $48,739 | $115,882-57.9% | $100,516-51.5% | $158,922-69.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.88% | 34.79%-10.9pp | 30.89%-7.0pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,138 | $4,103-47.9% | $3,418-37.4% | $4,761-55.1% |
| Participant deferral / active EE | $7,574 | $6,674+13.5% | $6,270+20.8% | $5,982+26.6% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |